| Total AUM | $842.2M |
| Discretionary | $842.2M100% of AUM |
| Client Accounts | 1,246 |
| Avg Account Size | $676K |
| Employees | 8 |
| Peak AUM | $842.2MFeb 2026 |
| AUM CAGR | +17.3% /yrover 21 yrs · 43 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $842M | +33.0% | +23.7% | +13.1% | |
| Discretionary AUM | |||||
| Total AUM | $842.2M |
| Discretionary | $842.2M |
| Employees | 8 |
| Client Accounts | 1246 |
| Client Range | 251-500 |
Phone
(203) 431-5862
Filing History
43 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$842M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
No related registrations reported
Total AUM
$842M
| $842M |
| +33.0% |
| +23.7% |
| +13.1% |
| Total Accounts | 1k | +269.7% | +69.7% | +38.8% |
| Avg Account Size | $675,886.231 | 64.0% | 27.1% | 18.5% |
| Employees | 8 | 0.0% | +10.4% | +14.1% |
| AUM / Employee | $105M | +33.0% | +12.1% | 0.9% |
Client AUM Segments | |||||
| Wealth AUM | $842M | +33.0% | +23.7% | +13.1% | |
Client Count Segments | |||||
| HNW Clients | 252 | +20.6% | +14.9% | +18.4% | |
| Individuals | 157 | +22.7% | +17.5% | +5.4% | |