| Total AUM | $108.2M |
| Discretionary | $108.2M100% of AUM |
| Client Accounts | 34 |
| Avg Account Size | $3.2M |
| Employees | 3 |
| Peak AUM | $108.2MMar 2025 |
| AUM CAGR | +30.6% /yrover 2 yrs · 5 filings |
Total AUM
$108M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $108M | 0.0% | +30.6% | — | — |
| Discretionary AUM | $108M | 0.0% | |||
| Total AUM | $108.2M |
| Discretionary | $108.2M |
| Employees | 3 |
| Client Accounts | 34 |
Address
2 DEPOT PLZ
BEDFORD HILLS NY 10507
Phone
212-265-8940
Filing History
5 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$108M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
No related registrations reported
| +30.6% |
| — |
— |
| Total Accounts | 34 | 0.0% | +16.6% | — | — |
| Avg Account Size | $3M | 0.0% | +12.0% | — | — |
| Employees | 3 | +50.0% | +22.5% | — | — |
| AUM / Employee | $36M | 33.3% | +6.6% | — | — |
Client AUM Segments | |||||
| Wealth AUM | $34M | 0.0% | +28.1% | — | — |
| Institutional AUM | $74M | 0.0% | — | — | — |
Client Count Segments | |||||
| HNW Clients | 6 | 0.0% | 0.0% | — | — |
| Individuals | 26 | 0.0% | +20.2% | — | — |