| Total AUM | $2.28B |
| Discretionary | $2.28B100% of AUM |
| Client Accounts | 24 |
| Avg Account Size | $95.1M |
| Employees | 2 |
| Peak AUM | $3.07BSep 2021 |
| AUM CAGR | +6.3% /yrover 7 yrs · 10 filings |
Total AUM
$2.3B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $2.3B | +10.0% | 4.7% | +8.1% | |
| Discretionary AUM | |||||
| Total AUM | $2.28B |
| Discretionary | $2.28B |
| Employees | 2 |
| Client Accounts | 24 |
Address
800 WESTCHESTER AVENUE
RYE BROOK NY 10573
Phone
1-914-697-7511
Filing History
10 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$2.3B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
| $2.3B |
| +10.0% |
| 4.7% |
| +8.1% |
| Total Accounts | 24 | 4.0% | 11.0% | 2.3% |
| Avg Account Size | $95M | +14.6% | +7.1% | +10.7% |
| Employees | 2 | 0.0% | 0.0% | +14.9% |
| AUM / Employee | $1.1B | +10.0% | 4.7% | 5.9% |
Client AUM Segments | |||||
| Institutional AUM | $1.2B | +5.9% | 11.0% | +0.5% | |
| Fund / Pooled AUM | $1.1B | +14.5% | +4.2% | +22.0% | |
Client Count Segments | |||||
| Institutional | 16 | 0.0% | 13.8% | 3.4% | |
| Pooled / Fund | 7 | +40.0% | 0.0% | 0.0% | |