| Total AUM | $1.59B |
| Discretionary | $1.59B100% of AUM |
| Client Accounts | 3 |
| Avg Account Size | $528.6M |
| Employees | 6 |
| Peak AUM | $1.59BMar 2026 |
Total AUM
$1.6B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.6B | +210.2% | — | — | — |
| Discretionary AUM | $1.6B | +210.2% | |||
| Total AUM | $1.59B |
| Discretionary | $1.59B |
| Employees | 6 |
| Client Accounts | 3 |
Address
520 MADISON AVENUE
NEW YORK NY 10022
Phone
212-644-5900
Filing History
5 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$1.6B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| — |
| — |
— |
| Total Accounts | 3 | +200.0% | — | — | — |
| Avg Account Size | $529M | +3.4% | — | — | — |
| Employees | 6 | +100.0% | — | — | — |
| AUM / Employee | $264M | +55.1% | — | — | — |
Client AUM Segments | |||||
| Fund / Pooled AUM | $1.6B | +210.2% | — | — | — |
Client Count Segments | |||||
| Pooled / Fund | 3 | +200.0% | — | — | — |