| Total AUM | $1.37B |
| Discretionary | $1.24B91% of AUM |
| Non-Discretionary | $125.4M |
| Client Accounts | 2,693 |
| Avg Account Size | $509K |
| Employees | 16 |
| Peak AUM | $1.37BMar 2026 |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.4B | +29.9% | +28.6% | — | |
| Discretionary AUM | $1.2B | ||||
| Total AUM | $1.37B |
| Discretionary | $1.24B |
| Employees | 16 |
| Client Accounts | 2693 |
| Client Range | 101-250 |
Address
500 MAMARONECK AVENUE
HARRISON NY 10528
Phone
(914) 431-5255
Filing History
36 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$1.2B
90.8% of AUM
Non-Discretionary
$125M
9.2% of AUM
Disc. mix ▼ 3.2pp vs 1 year ago
Custody
Total AUM
$1.4B
| +25.4% |
| +26.1% |
| — |
| Non-Disc. AUM | $125M | +101.1% | +76.0% | — |
| Total Accounts | 3k | +20.5% | +13.8% | — |
| Avg Account Size | $508,716.302 | +7.8% | +13.0% | — |
| Employees | 16 | +23.1% | +13.3% | +81.2% |
| AUM / Employee | $86M | +5.5% | +13.5% | — |
Client AUM Segments | |||||
| Wealth AUM | $1.2B | +25.5% | +26.0% | — | |
| Institutional AUM | $133M | +93.3% | +75.6% | — | |
Client Count Segments | |||||
| HNW Clients | 571 | +32.8% | +22.8% | — | |
| Institutional | 42 | +27.3% | +51.8% | — | |
| Individuals | 228 | 0.0% | +8.6% | — | |