| Total AUM | $8.3M |
| Discretionary | $8.3M100% of AUM |
| Client Accounts | 2 |
| Avg Account Size | $4.2M |
| Employees | 6 |
| Peak AUM | $273.4MMar 2008 |
Total AUM
$8M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $8M | 53.9% | 46.0% | 35.2% | |
| Discretionary AUM | $8M | ||||
| Total AUM | $8.3M |
| Discretionary | $8.3M |
| Employees | 6 |
| Client Accounts | 2 |
Address
55 WEST 46TH STREET
NEW YORK NY 10036
Phone
212-730-2000
Filing History
47 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$8M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| 53.9% |
| 46.0% |
| 35.2% |
| Total Accounts | 2 | 0.0% | 0.0% | 0.0% |
| Avg Account Size | $4M | 53.9% | 46.0% | 35.2% |
| Employees | 6 | 0.0% | 5.0% | 3.0% |
| AUM / Employee | $1M | 53.9% | 43.1% | 33.2% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $8M | 53.9% | 46.0% | 35.2% | |
Client Count Segments | |||||
| Pooled / Fund | 2 | 0.0% | 0.0% | 0.0% | |