| Total AUM | $184.1M |
| Discretionary | $184.1M100% of AUM |
| Client Accounts | 9 |
| Avg Account Size | $20.5M |
| Employees | 5 |
| Peak AUM | $334.1MMar 2021 |
| AUM CAGR | -2.2% /yrover 8 yrs · 14 filings |
Total AUM
$184M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $184M | 5.0% | 4.2% | 11.2% | |
| Discretionary AUM | $184M | ||||
| Total AUM | $184.1M |
| Discretionary | $184.1M |
| Employees | 5 |
| Client Accounts | 9 |
Address
818 E. JEFFERSON ST
CHARLOTTESVILLE VA 22902
Phone
434-977-7770
Filing History
14 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$184M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
No related registrations reported
| 5.0% |
| 4.2% |
| 11.2% |
| Total Accounts | 9 | +80.0% | +21.6% | +17.6% |
| Avg Account Size | $20M | 47.2% | 21.3% | 24.5% |
| Employees | 5 | 16.7% | 10.6% | 6.5% |
| AUM / Employee | $37M | +14.0% | +7.1% | 5.1% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $184M | 5.0% | 4.2% | 11.2% | |
Client Count Segments | |||||
| Pooled / Fund | 9 | +80.0% | +21.6% | +17.6% | |