| Total AUM | $6.43B |
| Discretionary | $3.86B60% of AUM |
| Non-Discretionary | $2.58B |
| Client Accounts | 27 |
| Avg Account Size | $238.3M |
| Employees | 16 |
| Peak AUM | $8.39BSep 2024 |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $6.4B | 18.5% | +13.2% | +14.8% | |
| Discretionary AUM | |||||
| Total AUM | $6.43B |
| Discretionary | $3.86B |
| Employees | 16 |
| Client Accounts | 27 |
Address
300 PARK AVENUE
NEW YORK NY 10022
Phone
(646) 630-8376
Filing History
30 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$3.9B
59.9% of AUM
Non-Discretionary
$2.6B
40.1% of AUM
Disc. mix ▼ 17.0pp vs 1 year ago
Custody
Total AUM
$6.4B
| $3.9B |
| 36.5% |
| +4.0% |
| +4.3% |
| Non-Disc. AUM | $2.6B | +41.7% | +36.7% | +91.0% |
| Total Accounts | 27 | +8.0% | +14.5% | +12.5% |
| Avg Account Size | $238M | 24.5% | 1.1% | +2.1% |
| Employees | 16 | 15.8% | +4.6% | +1.3% |
| AUM / Employee | $402M | 3.2% | +8.3% | +13.4% |
Client AUM Segments | |||||
| Institutional AUM | $1.1B | 26.8% | +424.8% | +125.1% | |
| Fund / Pooled AUM | $5.3B | 16.5% | +6.3% | +10.7% | |
Client Count Segments | |||||
| Institutional | 2 | — | — | — | |
| Pooled / Fund | 24 | +9.1% | +17.0% | +16.9% | |