| Total AUM | $1.79B |
| Discretionary | $1.65B92% of AUM |
| Non-Discretionary | $141.7M |
| Client Accounts | 23 |
| Avg Account Size | $77.8M |
| Employees | 51 |
| Peak AUM | $1.79BMar 2026 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.8B | +13.8% | +23.2% | +28.0% | |
| Discretionary AUM | |||||
| Total AUM | $1.79B |
| Discretionary | $1.65B |
| Employees | 51 |
| Client Accounts | 23 |
Address
850 3RD AVE
NEW YORK NY 10022
Phone
212-561-1250
Filing History
18 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$1.6B
92.1% of AUM
Non-Discretionary
$142M
7.9% of AUM
Disc. mix ▲ 0.3pp vs 1 year ago
Custody
| +29.3% /yrover 8 yrs · 18 filings |
Total AUM
$1.8B
| $1.6B |
| +14.2% |
| +21.5% |
| +28.4% |
| Non-Disc. AUM | $142M | +9.7% | +53.9% | +24.3% |
| Total Accounts | 23 | 4.2% | +6.6% | +6.2% |
| Avg Account Size | $78M | +18.7% | +15.6% | +20.5% |
| Employees | 51 | +18.6% | +9.4% | +12.7% |
| AUM / Employee | $35M | 4.0% | +12.7% | +13.6% |
Client AUM Segments | |||||
| Institutional AUM | $139M | +7.3% | +63.2% | +23.8% | |
| Fund / Pooled AUM | $1.6B | +14.4% | +21.3% | +28.4% | |
Client Count Segments | |||||
| Institutional | 4 | 20.0% | 0.0% | 7.8% | |
| Pooled / Fund | 19 | 0.0% | +8.2% | +11.6% | |