| Total AUM | $1.28B |
| Discretionary | $400.8M31% of AUM |
| Non-Discretionary | $879.9M |
| Client Accounts | 414 |
| Avg Account Size | $3.1M |
| Employees | 18 |
| Peak AUM | $9.79BJul 2016 |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.3B | +5.1% | +72.3% | +38.4% | |
| Discretionary AUM | |||||
| Total AUM | $1.28B |
| Discretionary | $400.8M |
| Employees | 18 |
| Client Accounts | 414 |
| Client Range | 26-50 |
Address
12 BROAD STREET, 5TH FLOOR
RED BANK NJ 07701
Phone
732-741-8400
Filing History
51 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$401M
31.3% of AUM
Non-Discretionary
$880M
68.7% of AUM
Disc. mix ▼ 68.0pp vs 1 year ago
Custody
Total AUM
$1.3B
| $401M |
| 66.9% |
| +17.7% |
| +10.7% |
| Non-Disc. AUM | $880M | +9683.7% | +495.1% | +138.9% |
| Total Accounts | 414 | +13.1% | +12.9% | +9.3% |
| Avg Account Size | $3M | 7.1% | +52.7% | +26.6% |
| Employees | 18 | +5.9% | +1.9% | 2.1% |
| AUM / Employee | $71M | 0.8% | +69.1% | +41.4% |
Client AUM Segments | |||||
| Wealth AUM | $387M | +12.4% | +18.2% | +9.8% | |
| Institutional AUM | $891M | +2.2% | +320.7% | +171.6% | |
| Fund / Pooled AUM | $2M | 19.9% | 21.5% | 12.3% | |
Client Count Segments | |||||
| HNW Clients | 66 | +13.8% | +7.6% | +6.1% | |
| Institutional | 111 | +6.7% | — | — | |
| Pooled / Fund | 1 | 0.0% | 0.0% | 0.0% | |
| Individuals | 74 | +8.8% | +9.1% | +6.9% | |