| Total AUM | $195.7M |
| Discretionary | $195.7M100% of AUM |
| Client Accounts | 7 |
| Avg Account Size | $28.0M |
| Employees | 7 |
| Peak AUM | $12.22BMar 2007 |
| AUM CAGR | -14.5% /yrover 25 yrs · 54 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $196M | +15.8% | 11.4% | 6.6% | |
| Discretionary AUM | |||||
| Total AUM | $195.7M |
| Discretionary | $195.7M |
| Employees | 7 |
| Client Accounts | 7 |
Address
3711 KENNETT PIKE
WILMINGTON DE 19807
Phone
302-573-3570
Filing History
54 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$196M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 1.0pp vs 1 year ago
Total AUM
$196M
| $196M |
| +17.0% |
| 11.3% |
| 6.6% |
| Total Accounts | 7 | 12.5% | 20.6% | 11.6% |
| Avg Account Size | $28M | +32.3% | +11.6% | +5.7% |
| Employees | 7 | 0.0% | 20.6% | 8.6% |
| AUM / Employee | $28M | +15.8% | +11.6% | +2.2% |
Client AUM Segments | |||||
| Wealth AUM | $70M | +14.1% | +9.8% | 1.6% | |
| Fund / Pooled AUM | $125M | +16.7% | +52.1% | +53.1% | |
Client Count Segments | |||||
| Pooled / Fund | 2 | 0.0% | 0.0% | +14.9% | |
| Individuals | 5 | 16.7% | 20.6% | 12.9% | |