DBA: OIC
| Total AUM | $4.51B |
| Discretionary | $4.47B99% of AUM |
| Non-Discretionary | $39.8M |
| Client Accounts | 46 |
| Avg Account Size | $98.0M |
| Employees | 46 |
| Peak AUM | $4.51BMar 2026 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $4.5B | +12.4% | +19.4% | +17.5% | |
| Discretionary AUM | |||||
| Total AUM | $4.51B |
| Discretionary | $4.47B |
| Employees | 46 |
| Client Accounts | 46 |
Address
292 MADISON AVENUE
NEW YORK NY 10017
Phone
212-292-0345
Filing History
19 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$4.5B
99.1% of AUM
Non-Discretionary
$40M
0.9% of AUM
Disc. mix ▼ 0.9pp vs 1 year ago
Custody
| +30.2% /yrover 10 yrs · 19 filings |
Total AUM
$4.5B
| $4.5B |
| +11.4% |
| +19.1% |
| +17.3% |
| Non-Disc. AUM | $40M | — | — | — |
| Total Accounts | 46 | +21.1% | +13.7% | +17.8% |
| Avg Account Size | $98M | 7.1% | +5.1% | 0.3% |
| Employees | 46 | 4.2% | +6.4% | +15.6% |
| AUM / Employee | $98M | +17.3% | +12.2% | +1.6% |
Client AUM Segments | |||||
| Institutional AUM | $40M | — | — | — | |
| Fund / Pooled AUM | $4.5B | +11.4% | +19.1% | +17.3% | |
Client Count Segments | |||||
| Institutional | 4 | — | — | — | |
| Pooled / Fund | 42 | +10.5% | +10.4% | +15.7% | |