| Total AUM | $2.50B |
| Discretionary | $2.50B100% of AUM |
| Non-Discretionary | $2.5M |
| Client Accounts | 7 |
| Avg Account Size | $357.5M |
| Employees | 10 |
| Peak AUM | $2.50BMar 2026 |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $2.5B | +20.2% | +124.4% | +109.1% | |
| Discretionary AUM | |||||
| Total AUM | $2.50B |
| Discretionary | $2.50B |
| Employees | 10 |
| Client Accounts | 7 |
Address
ONE SOUTH STREET, SUITE 2101
BALTIMORE MD 21202
Phone
410 454 3104
Filing History
22 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$2.5B
99.9% of AUM
Non-Discretionary
$2M
0.1% of AUM
Disc. mix ▲ 1.9pp vs 1 year ago
Total AUM
$2.5B
| $2.5B |
| +22.5% |
| +124.3% |
| +109.1% |
| Non-Disc. AUM | $2M | 94.1% | — | — |
| Total Accounts | 7 | 0.0% | +51.8% | +47.6% |
| Avg Account Size | $358M | +20.2% | +47.8% | +41.7% |
| Employees | 10 | 0.0% | 0.0% | +10.8% |
| AUM / Employee | $250M | +20.2% | +124.4% | +88.8% |
Client AUM Segments | |||||
| Wealth AUM | $89M | 4.0% | — | — | |
| Institutional AUM | $296M | +29.7% | +34.0% | — | |
| Fund / Pooled AUM | $2.1B | +20.5% | +176.1% | +101.3% | |
| Other AUM | $45M | +8.3% | — | — | |
Client Count Segments | |||||
| Institutional | 1 | 0.0% | 0.0% | — | |
| Pooled / Fund | 2 | 0.0% | +26.0% | +14.9% | |
| Individuals | 2 | 0.0% | — | — | |