| Total AUM | $1.22B |
| Discretionary | $1.22B100% of AUM |
| Client Accounts | 4 |
| Avg Account Size | $305.9M |
| Employees | 12 |
| Peak AUM | $1.22BMar 2026 |
| AUM CAGR | 0.0% /yrover 1 yrs · 14 filings |
Total AUM
$1.2B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.2B | — | — | — | — |
| Discretionary AUM | $1.2B | — | — | ||
| Total AUM | $1.22B |
| Discretionary | $1.22B |
| Employees | 12 |
| Client Accounts | 4 |
Address
515 MADISON AVENUE
NEW YORK NY 10022
Phone
917-409-0120
Filing History
14 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$1.2B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Custody
— |
| Total Accounts | 4 | — | — | — | — |
| Avg Account Size | $306M | — | — | — | — |
| Employees | 12 | — | — | — | — |
| AUM / Employee | $102M | — | — | — | — |
Client AUM Segments | |||||
| Fund / Pooled AUM | $1.2B | — | — | — | — |
Client Count Segments | |||||
| Pooled / Fund | 4 | — | — | — | — |