| Total AUM | $496.3M |
| Discretionary | $496.3M100% of AUM |
| Client Accounts | 20 |
| Avg Account Size | $24.8M |
| Employees | 2 |
| Peak AUM | $569.3MFeb 2022 |
| AUM CAGR | +10.9% /yrover 13 yrs · 39 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $496M | +16.9% | +3.8% | 1.6% | |
| Discretionary AUM | |||||
| Total AUM | $496.3M |
| Discretionary | $496.3M |
| Employees | 2 |
| Client Accounts | 20 |
Phone
(775) 337-3900
Filing History
39 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$496M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
No related registrations reported
Total AUM
$496M
| $496M |
| +16.9% |
| +3.8% |
| 1.6% |
| Total Accounts | 20 | +5.3% | 15.4% | 24.0% |
| Avg Account Size | $25M | +11.1% | +22.6% | +29.4% |
| Employees | 2 | 0.0% | 0.0% | 0.0% |
| AUM / Employee | $248M | +16.9% | +3.8% | 1.6% |
Client AUM Segments | |||||
| Wealth AUM | $228M | +33.3% | +2.0% | 4.9% | |
| Institutional AUM | $268M | +5.9% | +5.4% | +1.8% | |
Client Count Segments | |||||
| Institutional | 5 | 0.0% | 5.9% | 9.1% | |
| Individuals | 6 | +20.0% | 9.1% | 20.9% | |