| Total AUM | $6.16B |
| Discretionary | $6.16B100% of AUM |
| Client Accounts | 28 |
| Avg Account Size | $219.8M |
| Employees | 30 |
| Peak AUM | $7.64BMar 2025 |
Total AUM
$6.2B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $6.2B | 19.4% | 2.5% | — | |
| Discretionary AUM | $6.2B | ||||
| Total AUM | $6.16B |
| Discretionary | $6.16B |
| Employees | 30 |
| Client Accounts | 28 |
Address
5 GREENWICH OFFICE PARK
GREENWICH CT 06831
Phone
203-422-7700
Filing History
7 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$6.2B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
| 19.4% |
| 2.5% |
| — |
| Total Accounts | 28 | 0.0% | +2.5% | — |
| Avg Account Size | $220M | 19.4% | 4.9% | — |
| Employees | 30 | 0.0% | +7.7% | — |
| AUM / Employee | $205M | 19.4% | 9.5% | — |
Client AUM Segments | |||||
| Fund / Pooled AUM | $6.2B | 19.4% | 2.5% | — | |
Client Count Segments | |||||
| Pooled / Fund | 28 | 0.0% | +2.5% | — | |