| Total AUM | $802.5M |
| Discretionary | $794.8M99% of AUM |
| Non-Discretionary | $7.7M |
| Client Accounts | 10 |
| Avg Account Size | $80.3M |
| Employees | 9 |
| Peak AUM | $802.5MMar 2026 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $803M | +32.8% | +29.6% | +20.4% | |
| Discretionary AUM | |||||
| Total AUM | $802.5M |
| Discretionary | $794.8M |
| Employees | 9 |
| Client Accounts | 10 |
Address
411 HACKENSACK AVENUE
HACKENSACK NJ 07601
Phone
646-793-4551
Filing History
20 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$795M
99.0% of AUM
Non-Discretionary
$8M
1.0% of AUM
Disc. mix ▲ 0.3pp vs 1 year ago
Custody
| +28.2% /yrover 7 yrs · 20 filings |
Total AUM
$803M
| $795M |
| +33.2% |
| +29.2% |
| +20.2% |
| Non-Disc. AUM | $8M | 0.8% | — | — |
| Total Accounts | 10 | 0.0% | +49.4% | +27.2% |
| Avg Account Size | $80M | +32.8% | 13.2% | 5.4% |
| Employees | 9 | 0.0% | +8.7% | +8.4% |
| AUM / Employee | $89M | +32.8% | +19.2% | +11.0% |
Client AUM Segments | |||||
| Institutional AUM | $26M | — | — | — | — |
| Fund / Pooled AUM | $765M | +28.5% | +27.6% | +19.3% | |
| Other AUM | $11M | +29.9% | — | — | |
Client Count Segments | |||||
| Pooled / Fund | 6 | 14.3% | +26.0% | +14.9% | |