| Total AUM | $311.3M |
| Discretionary | $311.3M100% of AUM |
| Client Accounts | 2 |
| Avg Account Size | $155.7M |
| Employees | 3 |
| Peak AUM | $319.1MMar 2026 |
| AUM CAGR | +52.5% /yrover 1 yrs · 5 filings |
Total AUM
$311M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $311M | +37.1% | — | — | — |
| Discretionary AUM | $311M | +37.1% | |||
| Total AUM | $311.3M |
| Discretionary | $311.3M |
| Employees | 3 |
| Client Accounts | 2 |
| Client Range | 0 |
Address
33 WEST 17TH STREET, 7TH FLOOR
NEW YORK NY 10011
Phone
516 510 4882
Filing History
5 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$311M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
| — |
| — |
— |
| Total Accounts | 2 | 0.0% | — | — | — |
| Avg Account Size | $156M | +37.1% | — | — | — |
| Employees | 3 | +50.0% | — | — | — |
| AUM / Employee | $104M | 8.6% | — | — | — |
Client AUM Segments | |||||
| Fund / Pooled AUM | $311M | +37.1% | — | — | — |
Client Count Segments | |||||
| Pooled / Fund | 2 | 0.0% | — | — | — |