| Total AUM | $331.9M |
| Discretionary | $331.9M100% of AUM |
| Client Accounts | 21 |
| Avg Account Size | $15.8M |
| Employees | 8 |
| Peak AUM | $331.9MMar 2026 |
| AUM CAGR | +16.7% /yrover 5 yrs · 26 filings |
Total AUM
$332M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $332M | +5.5% | +12.8% | +16.7% | |
| Discretionary AUM | |||||
| Total AUM | $331.9M |
| Discretionary | $331.9M |
| Employees | 8 |
| Client Accounts | 21 |
Address
1 STATE STREET
NEW YORK NY 10004
Phone
212-266-8280
Filing History
26 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$332M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| $332M |
| +5.5% |
| +12.8% |
| +16.7% |
| Total Accounts | 21 | 0.0% | +7.3% | +7.5% |
| Avg Account Size | $16M | +5.5% | +5.1% | +8.6% |
| Employees | 8 | 0.0% | 0.0% | 0.0% |
| AUM / Employee | $41M | +5.5% | +12.8% | +16.7% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $332M | +5.5% | +12.8% | +16.7% | |
Client Count Segments | |||||
| Pooled / Fund | 4 | 0.0% | +10.1% | +16.0% | |