| Total AUM | $290.8M |
| Discretionary | $290.8M100% of AUM |
| Client Accounts | 6 |
| Avg Account Size | $48.5M |
| Employees | 10 |
| Peak AUM | $290.8MMar 2026 |
| AUM CAGR | +15.6% /yrover 3 yrs · 9 filings |
Total AUM
$291M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $291M | +10.2% | +15.6% | — | |
| Discretionary AUM | $291M | ||||
| Total AUM | $290.8M |
| Discretionary | $290.8M |
| Employees | 10 |
| Client Accounts | 6 |
Address
TWO LOGAN SQUARE
PHILADELPHIA PA 19103-2708
Phone
(201) 674-9387
Filing History
9 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$291M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
| +10.2% |
| +15.6% |
| — |
| Total Accounts | 6 | +20.0% | +6.3% | — |
| Avg Account Size | $48M | 8.1% | +8.8% | — |
| Employees | 10 | +11.1% | 0.0% | — |
| AUM / Employee | $29M | 0.8% | +15.6% | — |
Client AUM Segments | |||||
| Fund / Pooled AUM | $291M | +10.2% | +15.6% | — | |
Client Count Segments | |||||
| Pooled / Fund | 6 | +20.0% | +6.3% | — | |