| Total AUM | $669.6M |
| Discretionary | $52.6M8% of AUM |
| Non-Discretionary | $617.0M |
| Client Accounts | 2,731 |
| Avg Account Size | $245K |
| Employees | 7 |
| Peak AUM | $669.6MMar 2025 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $670M | 0.0% | +80.8% | +90.4% | |
| Discretionary AUM | |||||
| Total AUM | $669.6M |
| Discretionary | $52.6M |
| Employees | 7 |
| Client Accounts | 2731 |
Address
171 MADISON AVENUE
NEW YORK NY 10016
Phone
646-690-2800
Filing History
18 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$53M
7.9% of AUM
Non-Discretionary
$617M
92.1% of AUM
Disc. mix ▲ 4.0pp vs 1 year ago
| +90.4% /yrover 4 yrs · 18 filings |
Total AUM
$670M
| $53M |
| +103.7% |
| — |
| — |
| Non-Disc. AUM | $617M | 4.2% | +76.2% | +86.5% |
| Total Accounts | 3k | 3.9% | +50.7% | +59.3% |
| Avg Account Size | $245,173.539 | +4.1% | +20.0% | +19.5% |
| Employees | 7 | 0.0% | 0.0% | +24.1% |
| AUM / Employee | $96M | 0.0% | +80.8% | +53.4% |
Client AUM Segments | |||||
| Wealth AUM | $26M | 0.0% | 35.3% | 17.1% | |
| Other AUM | $644M | 0.0% | — | — | |
Client Count Segments | |||||
| HNW Clients | 74 | 0.0% | 51.8% | 36.6% | |