| Total AUM | $1.26B |
| Discretionary | $1.26B100% of AUM |
| Non-Discretionary | $3.0M |
| Client Accounts | 5 |
| Avg Account Size | $251.9M |
| Employees | 20 |
| Peak AUM | $1.40BMar 2024 |
| AUM CAGR | +43.7% /yrover 5 yrs · 11 filings |
Total AUM
$1.3B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.3B | 3.4% | +77.2% | +48.1% | |
| Discretionary AUM | |||||
| Total AUM | $1.26B |
| Discretionary | $1.26B |
| Employees | 20 |
| Client Accounts | 5 |
Address
411 THEODORE FREMD AVE
RYE NY 10580
Phone
212-602-5000
Filing History
11 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$1.3B
99.8% of AUM
Non-Discretionary
$3M
0.2% of AUM
Disc. mix ▲ 0.4pp vs 1 year ago
Custody
| $1.3B |
| 3.0% |
| +77.1% |
| +48.1% |
| Non-Disc. AUM | $3M | 61.2% | — | — |
| Total Accounts | 5 | 0.0% | +71.0% | +38.0% |
| Avg Account Size | $252M | 3.4% | +3.6% | +7.4% |
| Employees | 20 | 0.0% | +10.1% | +20.1% |
| AUM / Employee | $63M | 3.4% | +61.0% | +23.3% |
Client AUM Segments | |||||
| Institutional AUM | $95M | 10.3% | — | — | |
| Fund / Pooled AUM | $1.2B | 2.4% | +72.5% | +45.7% | |
| Other AUM | $3M | 61.2% | — | — | |
Client Count Segments | |||||
| Institutional | 1 | 0.0% | — | — | |
| Pooled / Fund | 3 | 0.0% | +44.2% | +24.6% | |