| Total AUM | $1.51B |
| Discretionary | $1.51B100% of AUM |
| Client Accounts | 8 |
| Avg Account Size | $189.0M |
| Employees | 22 |
| Peak AUM | $1.51BMar 2026 |
| AUM CAGR | +42.4% /yrover 5 yrs · 14 filings |
Total AUM
$1.5B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.5B | +86.1% | +20.7% | +42.4% | |
| Discretionary AUM | |||||
| Total AUM | $1.51B |
| Discretionary | $1.51B |
| Employees | 22 |
| Client Accounts | 8 |
Address
ONE PENN PLAZA
NEW YORK NY 10119
Phone
(212)-393-4790
Filing History
14 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$1.5B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| $1.5B |
| +86.1% |
| +20.7% |
| +42.4% |
| Total Accounts | 8 | 0.0% | +17.0% | +21.7% |
| Avg Account Size | $189M | +86.1% | +3.2% | +17.1% |
| Employees | 22 | +10.0% | +13.6% | +14.9% |
| AUM / Employee | $69M | +69.2% | +6.2% | +24.0% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $1.5B | +86.1% | +20.7% | +42.4% | |
Client Count Segments | |||||
| Pooled / Fund | 8 | 0.0% | +17.0% | +21.7% | |