| Total AUM | $404.7M |
| Discretionary | $404.7M100% of AUM |
| Client Accounts | 59 |
| Avg Account Size | $6.9M |
| Employees | 10 |
| Peak AUM | $404.7MMar 2026 |
| AUM CAGR | +50.5% /yrover 1 yrs · 7 filings |
Total AUM
$405M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $405M | +48.0% | — | — | |
| Discretionary AUM | $405M | ||||
| Total AUM | $404.7M |
| Discretionary | $404.7M |
| Employees | 10 |
| Client Accounts | 59 |
Address
1111B S GOVERNORS AVE
DOVER DE 19904
Phone
808-651-4737
Filing History
7 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$405M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
| — |
| — |
| Total Accounts | 59 | +34.1% | — | — |
| Avg Account Size | $7M | +10.3% | — | — |
| Employees | 10 | +66.7% | — | — |
| AUM / Employee | $40M | 11.2% | — | — |
Client AUM Segments | |||||
| Fund / Pooled AUM | $405M | +48.0% | — | — | |
Client Count Segments | |||||
| Pooled / Fund | 59 | +34.1% | — | — | |