| Total AUM | $212.0M |
| Discretionary | $92.4M44% of AUM |
| Non-Discretionary | $119.6M |
| Client Accounts | 64 |
| Avg Account Size | $3.3M |
| Employees | 5 |
| Peak AUM | $212.0MMar 2026 |
| AUM CAGR | +24.2% /yrover 3 yrs · 9 filings |
Total AUM
$212M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $212M | +11.8% | +24.2% | — | |
| Discretionary AUM | $92M | ||||
| Total AUM | $212.0M |
| Discretionary | $92.4M |
| Employees | 5 |
| Client Accounts | 64 |
| Client Range | 0 |
Phone
345-749-4505
Filing History
9 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$92M
43.6% of AUM
Non-Discretionary
$120M
56.4% of AUM
Disc. mix ▲ 0.8pp vs 1 year ago
| +14.0% |
| +14.0% |
| — |
| Non-Disc. AUM | $120M | +10.2% | +35.1% | — |
| Total Accounts | 64 | 53.6% | 16.6% | — |
| Avg Account Size | $3M | +141.1% | +48.9% | — |
| Employees | 5 | +25.0% | +38.2% | — |
| AUM / Employee | $42M | 10.5% | 10.1% | — |
Client AUM Segments | |||||
| Wealth AUM | $15M | 36.2% | +88.2% | — | |
| Institutional AUM | $197M | +18.8% | +46.3% | — | |
Client Count Segments | |||||
| HNW Clients | 4 | — | — | — | — |
| Institutional | 21 | +50.0% | — | — | |
| Individuals | 6 | 25.0% | — | — | |