| Total AUM | $10.10B |
| Discretionary | $10.10B100% of AUM |
| Client Accounts | 12 |
| Avg Account Size | $841.6M |
| Employees | 22 |
| Peak AUM | $10.10BMar 2026 |
| AUM CAGR | +16.5% /yrover 15 yrs · 54 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $10.1B | +39.0% | +87.6% | +59.4% | |
| Discretionary AUM | |||||
| Total AUM | $10.10B |
| Discretionary | $10.10B |
| Employees | 22 |
| Client Accounts | 12 |
Address
1345 AVENUE OF THE AMERICAS
NEW YORK NY 10105
Phone
212.649.6600
Filing History
54 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$10.1B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
Total AUM
$10.1B
| $10.1B |
| +39.0% |
| +87.6% |
| +63.9% |
| Total Accounts | 12 | +50.0% | +44.2% | +5.9% |
| Avg Account Size | $842M | 7.3% | +30.1% | +50.5% |
| Employees | 22 | 8.3% | +3.2% | +8.0% |
| AUM / Employee | $459M | +51.7% | +81.7% | +47.6% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $10.1B | +39.0% | +87.6% | +59.4% | |
Client Count Segments | |||||
| Pooled / Fund | 12 | +50.0% | +44.2% | +5.9% | |