| Total AUM | $33.4M |
| Discretionary | $33.4M100% of AUM |
| Client Accounts | 20 |
| Avg Account Size | $1.7M |
| Employees | 1 |
| Peak AUM | $33.4MMar 2026 |
Total AUM
$33M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $33M | +6.5% | — | — | |
| Discretionary AUM | $33M | ||||
| Total AUM | $33.4M |
| Discretionary | $33.4M |
| Employees | 1 |
| Client Accounts | 20 |
| Client Range | 0 |
Phone
212-535-0415
Filing History
7 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$33M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
No related registrations reported
| — |
| — |
| Total Accounts | 20 | 0.0% | — | — |
| Avg Account Size | $2M | +6.5% | — | — | — |
| Employees | 1 | 0.0% | 0.0% | — |
| AUM / Employee | $33M | +6.5% | — | — |
Client AUM Segments | |||||
| Wealth AUM | $5M | 35.2% | — | — | — |
| Other AUM | $28M | +19.9% | — | — | — |
Client Count Segments | |||||
| Individuals | 19 | 0.0% | — | — | — |