| Total AUM | $1.05B |
| Discretionary | $1.03B98% of AUM |
| Non-Discretionary | $20.2M |
| Client Accounts | 2,405 |
| Avg Account Size | $435K |
| Employees | 16 |
| Peak AUM | $1.05BJan 2026 |
Total AUM
$1.0B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.0B | +49.0% | — | — | |
| Discretionary AUM | $1.0B | ||||
| Total AUM | $1.05B |
| Discretionary | $1.03B |
| Employees | 16 |
| Client Accounts | 2405 |
| Client Range | 0 |
Address
1325 AVENUE OF THE AMERICAS
NEW YORK NY 10019
Phone
845-273-6211
Filing History
11 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$1.0B
98.1% of AUM
Non-Discretionary
$20M
1.9% of AUM
Disc. mix ▼ 1.6pp vs 1 year ago
Custody
| — |
| — |
| Non-Disc. AUM | $20M | +770.6% | — | — |
| Total Accounts | 2k | +103.0% | — | — |
| Avg Account Size | $435,461.449 | 26.6% | — | — |
| Employees | 16 | +14.3% | +430.3% | — |
| AUM / Employee | $65M | +30.3% | — | — |
Client AUM Segments | |||||
| Wealth AUM | $1.0B | +49.0% | — | — | |
Client Count Segments | |||||
| HNW Clients | 522 | +7.6% | — | — | |
| Individuals | 354 | +7.6% | — | — | |