| Total AUM | $25.71B |
| Discretionary | $25.71B100% of AUM |
| Client Accounts | 26 |
| Avg Account Size | $988.7M |
| Employees | 120 |
| Peak AUM | $34.84BMar 2024 |
| AUM CAGR | +61.6% /yrover 5 yrs · 22 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $25.7B | 25.9% | 5.5% | +68.2% | |
| Discretionary AUM | $25.7B | ||||
| Total AUM | $25.71B |
| Discretionary | $25.71B |
| Employees | 120 |
| Client Accounts | 26 |
Address
60 COLUMBUS CIRCLE
NEW YORK NY 10023
Phone
212-257-5757
Filing History
22 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$25.7B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
Total AUM
$25.7B
| 25.9% |
| 5.5% |
| +68.2% |
| Total Accounts | 26 | 16.1% | 3.7% | +55.1% |
| Avg Account Size | $989M | 11.7% | 1.9% | +8.4% |
| Employees | 120 | 6.3% | 0.8% | +22.1% |
| AUM / Employee | $214M | 21.0% | 4.7% | +37.8% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $15.0B | 35.2% | 9.4% | +50.7% | |
| Other AUM | $10.8B | 7.4% | +1.4% | — | |
Client Count Segments | |||||
| Pooled / Fund | 15 | 21.1% | 4.2% | +38.7% | |