| Total AUM | $62.2M |
| Discretionary | $62.2M100% of AUM |
| Client Accounts | 121 |
| Avg Account Size | $514K |
| Employees | 1 |
| Peak AUM | $62.2MFeb 2026 |
| AUM CAGR | +5.5% /yrover 12 yrs · 26 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $62M | +10.8% | +9.1% | +7.6% | |
| Discretionary AUM | |||||
| Total AUM | $62.2M |
| Discretionary | $62.2M |
| Employees | 1 |
| Client Accounts | 121 |
| Client Range | 0 |
Address
251 E 32ND STREET
NEW YORK NY 10016
Phone
212-286-1372
Filing History
26 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$62M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
No related registrations reported
Total AUM
$62M
| $62M |
| +10.8% |
| +9.1% |
| +7.6% |
| Total Accounts | 121 | +4.3% | 7.9% | 5.8% |
| Avg Account Size | $514,338.76 | +6.2% | +18.5% | +14.3% |
| Employees | 1 | 0.0% | 0.0% | 0.0% |
| AUM / Employee | $62M | +10.8% | +9.1% | +7.6% |
Client AUM Segments | |||||
| Wealth AUM | $62M | +11.5% | +9.1% | +7.6% | |
Client Count Segments | |||||
| HNW Clients | 35 | 31.4% | 9.8% | 5.6% | |
| Individuals | 25 | +108.3% | +15.6% | +13.7% | |