| Total AUM | $744.2M |
| Discretionary | $708.7M95% of AUM |
| Non-Discretionary | $35.4M |
| Client Accounts | 4 |
| Avg Account Size | $186.0M |
| Employees | 6 |
| Peak AUM | $744.2MMar 2026 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $744M | +10.0% | +7.5% | +14.2% | |
| Discretionary AUM | |||||
| Total AUM | $744.2M |
| Discretionary | $708.7M |
| Employees | 6 |
| Client Accounts | 4 |
Address
747 THIRD AVENUE
NEW YORK NY 10017
Phone
646-688-4808
Filing History
20 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$709M
95.2% of AUM
Non-Discretionary
$35M
4.8% of AUM
Disc. mix ▲ 1.2pp vs 1 year ago
Custody
| +20.8% /yrover 8 yrs · 20 filings |
Total AUM
$744M
| $709M |
| +11.4% |
| +8.0% |
| +16.3% |
| Non-Disc. AUM | $35M | 12.0% | 0.5% | 6.8% |
| Total Accounts | 4 | 0.0% | +10.1% | +5.9% |
| Avg Account Size | $186M | +10.0% | 2.3% | +7.8% |
| Employees | 6 | 0.0% | 0.0% | +3.7% |
| AUM / Employee | $124M | +10.0% | +7.5% | +10.1% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $709M | +11.4% | +8.0% | +16.3% | |
| Other AUM | $35M | 12.0% | 0.5% | 6.8% | |
Client Count Segments | |||||
| Pooled / Fund | 3 | 0.0% | +14.5% | 15.6% | |