| Total AUM | $161.5M |
| Discretionary | $161.5M100% of AUM |
| Client Accounts | 17 |
| Avg Account Size | $9.5M |
| Employees | 3 |
| Peak AUM | $161.5MMar 2026 |
Total AUM
$162M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $162M | — | — | — | — |
| Discretionary AUM | $162M | — | — | ||
| Total AUM | $161.5M |
| Discretionary | $161.5M |
| Employees | 3 |
| Client Accounts | 17 |
Address
126 EAST 56TH STREET
NEW YORK NY 10022
Phone
646-571-1730
Filing History
4 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$162M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
No related registrations reported
— |
| Total Accounts | 17 | — | — | — | — |
| Avg Account Size | $10M | — | — | — | — |
| Employees | 3 | 40.0% | — | — | — |
| AUM / Employee | $54M | — | — | — | — |
Client AUM Segments | |||||
| Wealth AUM | $162M | — | — | — | — |
Client Count Segments | |||||
| Individuals | 17 | — | — | — | — |