| Total AUM | $625.5M |
| Discretionary | $625.5M100% of AUM |
| Client Accounts | 130 |
| Avg Account Size | $4.8M |
| Employees | 7 |
| Peak AUM | $625.5MFeb 2026 |
Total AUM
$626M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $626M | +20.1% | +20.4% | +18.8% | |
| Discretionary AUM | |||||
| Total AUM | $625.5M |
| Discretionary | $625.5M |
| Employees | 7 |
| Client Accounts | 130 |
| Client Range | 0 |
Address
139 S. MAIN ST
COLCHESTER CT 06415
Phone
860-531-9590
Filing History
39 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$626M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
No related registrations reported
| $626M |
| +20.1% |
| +20.4% |
| +18.8% |
| Total Accounts | 130 | 12.2% | +0.8% | +35.9% |
| Avg Account Size | $5M | +36.7% | +19.4% | 12.6% |
| Employees | 7 | +40.0% | +11.9% | +7.0% |
| AUM / Employee | $89M | 14.2% | +7.6% | +11.1% |
Client AUM Segments | |||||
| Wealth AUM | $242M | +23.9% | 5.6% | +13.6% | |
| Institutional AUM | $383M | +17.8% | +75.6% | +23.0% | |
Client Count Segments | |||||
| Institutional | 23 | +4.5% | +79.1% | +13.9% | |
| Individuals | 50 | +2.0% | 1.3% | +27.2% | |