| Total AUM | $603.6M |
| Discretionary | $603.6M100% of AUM |
| Client Accounts | 4 |
| Avg Account Size | $150.9M |
| Employees | 2 |
| Peak AUM | $603.6MMar 2026 |
| AUM CAGR | +42.5% /yrover 5 yrs · 14 filings |
Total AUM
$604M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $604M | +60.2% | +72.5% | +42.5% | |
| Discretionary AUM | |||||
| Total AUM | $603.6M |
| Discretionary | $603.6M |
| Employees | 2 |
| Client Accounts | 4 |
Phone
917-817-9743
Filing History
14 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$604M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| $604M |
| +60.2% |
| +72.5% |
| +42.5% |
| Total Accounts | 4 | 0.0% | 0.0% | +5.9% |
| Avg Account Size | $151M | +60.2% | +72.5% | +34.5% |
| Employees | 2 | 0.0% | 0.0% | 0.0% |
| AUM / Employee | $302M | +60.2% | +72.5% | +42.5% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $487M | +63.6% | +80.1% | +36.5% | |
| Other AUM | $117M | +47.5% | +50.7% | — | |
Client Count Segments | |||||
| Pooled / Fund | 3 | 0.0% | +14.1% | 0.0% | |