| Total AUM | $222.8M |
| Discretionary | $222.8M100% of AUM |
| Client Accounts | 1 |
| Avg Account Size | $222.8M |
| Employees | 10 |
| Peak AUM | $1.11BMar 2022 |
| AUM CAGR | +1.3% /yrover 8 yrs · 14 filings |
Total AUM
$223M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $223M | +34.0% | +8.7% | +0.3% | |
| Discretionary AUM | |||||
| Total AUM | $222.8M |
| Discretionary | $222.8M |
| Employees | 10 |
| Client Accounts | 1 |
Address
131 FOURTH STREET EAST
KETCHUM ID 83340-9413
Phone
208-928-7922
Filing History
14 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$223M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| $223M |
| +34.0% |
| +8.7% |
| +0.3% |
| Total Accounts | 1 | 0.0% | 0.0% | 0.0% |
| Avg Account Size | $223M | +34.0% | +8.7% | +0.3% |
| Employees | 10 | 0.0% | +3.6% | 0.0% |
| AUM / Employee | $22M | +34.0% | +4.9% | +0.3% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $223M | +34.0% | +8.7% | +0.3% | |
Client Count Segments | |||||
| Pooled / Fund | 1 | 0.0% | 0.0% | 0.0% | |