| Total AUM | $1.37B |
| Discretionary | $1.36B99% of AUM |
| Non-Discretionary | $6.9M |
| Client Accounts | 4,450 |
| Avg Account Size | $308K |
| Employees | 32 |
| Peak AUM | $1.37BMar 2026 |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.4B | +36.9% | +42.9% | +36.5% | |
| Discretionary AUM | |||||
| Total AUM | $1.37B |
| Discretionary | $1.36B |
| Employees | 32 |
| Client Accounts | 4450 |
| Client Range | 101-250 |
Address
120 WHITE PLAINS ROAD
TARRYTOWN NY 10591
Phone
(914) 909-6699
Filing History
46 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$1.4B
99.5% of AUM
Non-Discretionary
$7M
0.5% of AUM
Disc. mix ▲ 0.2pp vs 1 year ago
Custody
Total AUM
$1.4B
| $1.4B |
| +37.2% |
| +43.8% |
| +37.9% |
| Non-Disc. AUM | $7M | +1.4% | 13.7% | 15.5% |
| Total Accounts | 4k | +15.5% | +21.9% | +22.9% |
| Avg Account Size | $307,948.078 | +18.5% | +17.2% | +11.1% |
| Employees | 32 | +14.3% | +12.6% | +6.0% |
| AUM / Employee | $43M | +19.8% | +27.0% | +28.7% |
Client AUM Segments | |||||
| Wealth AUM | $1.3B | +36.9% | +42.2% | +36.0% | |
| Institutional AUM | $48M | +36.8% | +70.5% | +57.5% | |
Client Count Segments | |||||
| HNW Clients | 1k | +7.1% | +50.9% | +11.3% | |
| Institutional | 52 | +33.3% | +63.3% | +55.1% | |
| Individuals | 341 | +32.2% | +56.8% | +38.8% | |