| Total AUM | $4.97B |
| Discretionary | $4.97B100% of AUM |
| Client Accounts | 7,122 |
| Avg Account Size | $698K |
| Employees | 45 |
| Peak AUM | $31.73BMar 2025 |
Total AUM
$5.0B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $5.0B | 56.0% | 13.6% | 0.7% | |
| Discretionary AUM | |||||
| Total AUM | $4.97B |
| Discretionary | $4.97B |
| Employees | 45 |
| Client Accounts | 7122 |
| Client Range | More than 500 |
Address
400 ATLANTIC SREET
STAMFORD CT 06901
Phone
(203) 532-7000
Filing History
58 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$5.0B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 5.8pp vs 1 year ago
Custody
| $5.0B |
| 53.3% |
| 13.6% |
| 0.7% |
| Total Accounts | 7k | 39.9% | +10.4% | +8.8% |
| Avg Account Size | $697,553.668 | 26.8% | 21.8% | 8.8% |
| Employees | 45 | 88.5% | 20.2% | 10.9% |
| AUM / Employee | $110M | +283.3% | +8.2% | +11.4% |
Client AUM Segments | |||||
| Wealth AUM | $4.6B | 40.2% | 5.0% | +2.4% | |
| Institutional AUM | $207M | 87.4% | 43.0% | 17.4% | |
| Other AUM | $138M | 76.7% | 37.9% | +50.2% | |
Client Count Segments | |||||
| HNW Clients | 3k | +78.2% | +65.2% | +31.1% | |
| Institutional | 66 | 76.5% | 28.6% | 19.7% | |
| Individuals | 1k | 36.6% | 10.3% | +6.3% | |