| Total AUM | $339.4M |
| Discretionary | $339.4M100% of AUM |
| Client Accounts | 449 |
| Avg Account Size | $756K |
| Employees | 14 |
| Peak AUM | $339.4MMar 2026 |
| AUM CAGR | +48.6% /yrover 6 yrs · 44 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $339M | +758.8% | +127.6% | +56.2% | |
| Discretionary AUM | |||||
| Total AUM | $339.4M |
| Discretionary | $339.4M |
| Employees | 14 |
| Client Accounts | 449 |
Address
THREE WORLD FINANCIAL
NEW YORK NY 10281
Phone
646-532-2400
Filing History
44 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$339M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Total AUM
$339M
| $339M |
| +758.8% |
| +127.6% |
| +56.2% |
| Total Accounts | 449 | +36.5% | +26.5% | +12.7% |
| Avg Account Size | $755,803.323 | +529.3% | +80.0% | +38.6% |
| Employees | 14 | 6.7% | 4.4% | 0.0% |
| AUM / Employee | $24M | +820.2% | +138.0% | +56.2% |
Client AUM Segments | |||||
| Wealth AUM | $88M | +122.9% | +45.2% | +19.3% | |
| Fund / Pooled AUM | $251M | — | — | — | — |
Client Count Segments | |||||
| HNW Clients | 325 | +24.5% | +14.6% | +7.8% | |
| Pooled / Fund | 20 | +17.6% | +7.7% | — | |
| Individuals | 18 | +157.1% | +44.2% | 5.6% | |