| Total AUM | $562.5M |
| Discretionary | $562.5M100% of AUM |
| Client Accounts | 4 |
| Avg Account Size | $140.6M |
| Employees | 8 |
| Peak AUM | $657.3MMar 2022 |
| AUM CAGR | +12.0% /yrover 13 yrs · 17 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $562M | 4.6% | 4.2% | 1.0% | |
| Discretionary AUM | $562M | ||||
| Total AUM | $562.5M |
| Discretionary | $562.5M |
| Employees | 8 |
| Client Accounts | 4 |
Address
488 MADISON AVENUE
NEW YORK NY 10022
Phone
212-887-1194
Filing History
17 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$562M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
Total AUM
$562M
| 4.6% |
| 4.2% |
| 1.0% |
| Total Accounts | 4 | 0.0% | 7.2% | 4.4% |
| Avg Account Size | $141M | 4.6% | +3.2% | +3.5% |
| Employees | 8 | 0.0% | 0.0% | 0.0% |
| AUM / Employee | $70M | 4.6% | 4.2% | 1.0% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $562M | 4.6% | 4.2% | 1.0% | |
Client Count Segments | |||||
| Pooled / Fund | 4 | 0.0% | 7.2% | 4.4% | |