| Total AUM | $140.5M |
| Discretionary | $140.5M100% of AUM |
| Client Accounts | 1 |
| Avg Account Size | $140.5M |
| Employees | 6 |
| Peak AUM | $1.49BMar 2016 |
Total AUM
$141M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $141M | 16.8% | 15.5% | 15.2% | |
| Discretionary AUM | |||||
| Total AUM | $140.5M |
| Discretionary | $140.5M |
| Employees | 6 |
| Client Accounts | 1 |
Address
331 NEWMAN SPRINGS ROAD
RED BANK NJ 07701
Phone
732-842-4920
Filing History
43 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$141M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
| $141M |
| 16.8% |
| 15.5% |
| 15.2% |
| Total Accounts | 1 | 0.0% | 0.0% | 34.0% |
| Avg Account Size | $141M | 16.8% | 15.5% | +28.6% |
| Employees | 6 | 0.0% | 9.1% | 22.2% |
| AUM / Employee | $23M | 16.8% | 7.1% | +9.0% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $141M | 16.8% | 15.5% | 15.2% | |
Client Count Segments | |||||
| Pooled / Fund | 1 | 0.0% | 0.0% | 0.0% | |