| Total AUM | $90.9M |
| Discretionary | $90.9M100% of AUM |
| Client Accounts | 1 |
| Avg Account Size | $90.9M |
| Employees | 23 |
| Peak AUM | $254.8MMar 2022 |
| AUM CAGR | -20.8% /yrover 4 yrs · 7 filings |
Total AUM
$91M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $91M | 41.8% | 25.5% | 20.8% | |
| Discretionary AUM | $91M | ||||
| Total AUM | $90.9M |
| Discretionary | $90.9M |
| Employees | 23 |
| Client Accounts | 1 |
Address
8 SOUND SHORE DRIVE SUITE 255
GREENWICH CT 06830
Phone
845-224-3808
Filing History
7 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$91M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| 41.8% |
| 25.5% |
| 20.8% |
| Total Accounts | 1 | 50.0% | 20.6% | 14.8% |
| Avg Account Size | $91M | +16.4% | 6.1% | 7.1% |
| Employees | 23 | 4.2% | +4.8% | 1.0% |
| AUM / Employee | $4M | 39.3% | 28.9% | 20.0% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $91M | 41.8% | 25.5% | 20.8% | |
Client Count Segments | |||||
| Pooled / Fund | 1 | 50.0% | 20.6% | 14.8% | |