| Total AUM | $3.03B |
| Discretionary | $3.03B100% of AUM |
| Client Accounts | 2 |
| Avg Account Size | $1.52B |
| Employees | 267 |
| Peak AUM | $3.03BMar 2026 |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $3.0B | +15.9% | — | — | |
| Discretionary AUM | $3.0B | ||||
| Total AUM | $3.03B |
| Discretionary | $3.03B |
| Employees | 267 |
| Client Accounts | 2 |
Address
375 PARK AVENUE, 11TH FLOOR
NEW YORK NY 10152-0002
Phone
212-672-5000
Filing History
8 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$3.0B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| — |
| — |
| Total Accounts | 2 | +100.0% | — | — |
| Avg Account Size | $1.5B | 42.1% | — | — |
| Employees | 267 | +3.5% | +2.8% | — |
| AUM / Employee | $11M | +12.0% | — | — |
Client Count Segments | |||||
| Pooled / Fund | 1 | — | — | — | — |