| Total AUM | $1.70B |
| Discretionary | $1.70B100% of AUM |
| Client Accounts | 9 |
| Avg Account Size | $189.2M |
| Employees | 7 |
| Peak AUM | $2.17BMar 2022 |
| AUM CAGR | +62.2% /yrover 8 yrs · 10 filings |
Total AUM
$1.7B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.7B | +6.3% | +5.1% | +5.5% | |
| Discretionary AUM | $1.7B | ||||
| Total AUM | $1.70B |
| Discretionary | $1.70B |
| Employees | 7 |
| Client Accounts | 9 |
Address
405 LEXINGTON AVENUE
NEW YORK NY 10174
Phone
(212) 209-3904
Filing History
10 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$1.7B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
| +6.3% |
| +5.1% |
| +5.5% |
| Total Accounts | 9 | 0.0% | +8.7% | +12.5% |
| Avg Account Size | $189M | +6.3% | 3.3% | 6.2% |
| Employees | 7 | 0.0% | 8.0% | +3.1% |
| AUM / Employee | $243M | +6.3% | +14.3% | +2.3% |
Client AUM Segments | |||||
| Institutional AUM | $340M | +15.4% | +17.4% | — | |
| Fund / Pooled AUM | $1.4B | +4.2% | +2.8% | +0.9% | |
Client Count Segments | |||||
| Institutional | 1 | 0.0% | 0.0% | — | |
| Pooled / Fund | 8 | 0.0% | +10.1% | +9.9% | |