| Total AUM | $949.8M |
| Discretionary | $949.8M100% of AUM |
| Client Accounts | 252 |
| Avg Account Size | $3.8M |
| Employees | 18 |
| Peak AUM | $987.9MMar 2024 |
| AUM CAGR | +12.2% /yrover 23 yrs · 74 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $950M | +7.7% | +10.3% | +11.4% | |
| Discretionary AUM | |||||
| Total AUM | $949.8M |
| Discretionary | $949.8M |
| Employees | 18 |
| Client Accounts | 252 |
| Client Range | 0 |
Address
125 PARK AVENUE
NEW YORK NY 10017
Phone
212 986-4800
Filing History
74 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$950M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Total AUM
$950M
| $950M |
| +7.7% |
| +10.3% |
| +11.4% |
| Total Accounts | 252 | +0.4% | +0.1% | +0.9% |
| Avg Account Size | $4M | +7.3% | +10.2% | +10.4% |
| Employees | 18 | 0.0% | +1.9% | +1.1% |
| AUM / Employee | $53M | +7.7% | +8.2% | +10.1% |
Client AUM Segments | |||||
| Wealth AUM | $359M | +9.4% | +11.2% | +12.5% | |
| Institutional AUM | $59M | +14.7% | +23.3% | +18.3% | |
| Fund / Pooled AUM | $531M | +5.9% | +8.6% | +10.0% | |
Client Count Segments | |||||
| HNW Clients | 33 | 0.0% | 1.0% | 2.3% | |
| Institutional | 22 | +15.8% | +6.9% | +4.1% | |
| Pooled / Fund | 5 | 16.7% | 5.9% | 3.6% | |
| Individuals | 192 | 0.5% | +10.8% | +1.3% | |