| Total AUM | $668.5M |
| Discretionary | $668.5M100% of AUM |
| Client Accounts | 1 |
| Avg Account Size | $668.5M |
| Employees | 19 |
| Peak AUM | $790.3MMar 2025 |
Total AUM
$669M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $669M | 15.4% | +4.5% | +20.3% | |
| Discretionary AUM | $669M | ||||
| Total AUM | $668.5M |
| Discretionary | $668.5M |
| Employees | 19 |
| Client Accounts | 1 |
Address
745 FIFTH AVENUE
NEW YORK NY 10151
Phone
212-551-4600
Filing History
10 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$669M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| 15.4% |
| +4.5% |
| +20.3% |
| Total Accounts | 1 | 0.0% | 0.0% | 0.0% |
| Avg Account Size | $669M | 15.4% | +4.5% | +20.3% |
| Employees | 19 | 0.0% | +16.5% | +13.7% |
| AUM / Employee | $35M | 15.4% | 10.3% | +5.8% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $669M | 15.4% | +4.5% | +20.3% | |
Client Count Segments | |||||
| Pooled / Fund | 1 | 0.0% | 0.0% | 0.0% | |