| Total AUM | $101.9M |
| Discretionary | $57.6M57% of AUM |
| Non-Discretionary | $44.3M |
| Client Accounts | 7 |
| Avg Account Size | $14.6M |
| Employees | 2 |
| Peak AUM | $101.9MMar 2026 |
| AUM CAGR | +29.5% /yrover 3 yrs · 8 filings |
Total AUM
$102M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $102M | +18.9% | — | — | |
| Discretionary AUM | $58M | ||||
| Total AUM | $101.9M |
| Discretionary | $57.6M |
| Employees | 2 |
| Client Accounts | 7 |
Address
300 PARK AVE
NEW YORK NY 10022
Phone
212-750-0718
Filing History
8 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$58M
56.5% of AUM
Non-Discretionary
$44M
43.5% of AUM
Disc. mix ▲ 0.9pp vs 1 year ago
Custody
| — |
| — |
| Non-Disc. AUM | $44M | +16.4% | — | — |
| Total Accounts | 7 | +16.7% | — | — |
| Avg Account Size | $15M | +1.9% | — | — |
| Employees | 2 | 0.0% | 0.0% | — |
| AUM / Employee | $51M | +18.9% | — | — |
Client AUM Segments | |||||
| Wealth AUM | $9M | +47.4% | — | — | |
| Institutional AUM | $93M | +16.7% | — | — | |
Client Count Segments | |||||
| Institutional | 6 | +20.0% | — | — | |
| Individuals | 1 | 0.0% | — | — | |