| Total AUM | $2.20B |
| Discretionary | $289.3M13% of AUM |
| Non-Discretionary | $1.91B |
| Client Accounts | 4 |
| Avg Account Size | $548.9M |
| Employees | 12 |
| Peak AUM | $2.20BMar 2026 |
Total AUM
$2.2B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $2.2B | +0.1% | +16.8% | — | |
| Discretionary AUM | $289M | ||||
| Total AUM | $2.20B |
| Discretionary | $289.3M |
| Employees | 12 |
| Client Accounts | 4 |
Address
298 ELIZABETH STREET
NEW YORK NY 10012
Phone
(646) 566-5209
Filing History
14 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$289M
13.2% of AUM
Non-Discretionary
$1.9B
86.8% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| +0.4% |
| 1.2% |
| — |
| Non-Disc. AUM | $1.9B | +0.1% | +21.0% | — |
| Total Accounts | 4 | 0.0% | 0.0% | — |
| Avg Account Size | $549M | +0.1% | +16.8% | — |
| Employees | 12 | 0.0% | +10.1% | +21.1% |
| AUM / Employee | $183M | +0.1% | +6.2% | — |
Client AUM Segments | |||||
| Wealth AUM | $1.9B | 0.2% | +21.2% | — | |
| Institutional AUM | $45M | +12.0% | +13.5% | — | |
| Fund / Pooled AUM | $289M | +0.4% | 1.2% | — | |
Client Count Segments | |||||
| Pooled / Fund | 1 | 0.0% | 0.0% | — | |