| Total AUM | $4.31B |
| Discretionary | $4.31B100% of AUM |
| Client Accounts | 7 |
| Avg Account Size | $616.0M |
| Employees | 10 |
| Peak AUM | $4.31BMar 2026 |
| AUM CAGR | +30.6% /yrover 9 yrs · 19 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $4.3B | +30.4% | +27.9% | +31.8% | |
| Discretionary AUM | |||||
| Total AUM | $4.31B |
| Discretionary | $4.31B |
| Employees | 10 |
| Client Accounts | 7 |
Address
200 GREENWICH AVENUE
GREENWICH CT 06830
Phone
203-487-5185
Filing History
19 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$4.3B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Total AUM
$4.3B
| $4.3B |
| +30.4% |
| +27.9% |
| +31.8% |
| Total Accounts | 7 | 0.0% | 0.0% | +3.1% |
| Avg Account Size | $616M | +30.4% | +27.9% | +27.8% |
| Employees | 10 | 0.0% | +7.7% | +4.6% |
| AUM / Employee | $431M | +30.4% | +18.8% | +26.0% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $4.3B | +30.4% | +27.9% | +31.8% | |
Client Count Segments | |||||
| Pooled / Fund | 7 | 0.0% | 0.0% | +3.1% | |