| Total AUM | $485.5M |
| Discretionary | $485.5M100% of AUM |
| Client Accounts | 3 |
| Avg Account Size | $161.8M |
| Employees | 3 |
| Peak AUM | $485.5MMar 2026 |
| AUM CAGR | +32.2% /yrover 11 yrs · 21 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $485M | +57.0% | +37.6% | +16.9% | |
| Discretionary AUM | |||||
| Total AUM | $485.5M |
| Discretionary | $485.5M |
| Employees | 3 |
| Client Accounts | 3 |
Address
797 E LANCASTER AVE, STE 200
VILLANOVA PA 19085
Phone
484-253-0001
Filing History
21 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$485M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Total AUM
$485M
| $485M |
| +57.0% |
| +37.6% |
| +16.9% |
| Total Accounts | 3 | 0.0% | 9.1% | 0.0% |
| Avg Account Size | $162M | +57.0% | +51.4% | +16.9% |
| Employees | 3 | 25.0% | 24.6% | 21.4% |
| AUM / Employee | $162M | +109.3% | +82.5% | +48.7% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $485M | +57.0% | +37.6% | +16.9% | |
Client Count Segments | |||||
| Pooled / Fund | 3 | 0.0% | 9.1% | 0.0% | |