| Total AUM | $517.9M |
| Discretionary | $517.9M100% of AUM |
| Client Accounts | 4 |
| Avg Account Size | $129.5M |
| Employees | 2 |
| Peak AUM | $517.9MMar 2026 |
Total AUM
$518M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $518M | +74.9% | +6.3% | — | |
| Discretionary AUM | $518M | ||||
| Total AUM | $517.9M |
| Discretionary | $517.9M |
| Employees | 2 |
| Client Accounts | 4 |
Address
401 PARK AVENUE SOUTH
NY NY 10016
Phone
2129184580
Filing History
12 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$518M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
| +74.9% |
| — |
| — |
| Total Accounts | 4 | +33.3% | +25.2% | — |
| Avg Account Size | $129M | +31.2% | 15.1% | — |
| Employees | 2 | 0.0% | 38.6% | +16.3% |
| AUM / Employee | $259M | +74.9% | +73.0% | — |
Client AUM Segments | |||||
| Institutional AUM | $452M | +107.8% | — | — | |
| Other AUM | $66M | 15.8% | 45.4% | — | |
Client Count Segments | |||||
| Institutional | 2 | 0.0% | — | — | |