| Total AUM | $3.13B |
| Discretionary | $3.13B100% of AUM |
| Client Accounts | 12 |
| Avg Account Size | $261.1M |
| Employees | 76 |
| Peak AUM | $3.55BMar 2022 |
| AUM CAGR | +9.1% /yrover 7 yrs · 12 filings |
Total AUM
$3.1B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $3.1B | 5.9% | 1.0% | +4.5% | |
| Discretionary AUM | $3.1B | ||||
| Total AUM | $3.13B |
| Discretionary | $3.13B |
| Employees | 76 |
| Client Accounts | 12 |
Address
151 WEST 42ND STREET, 29TH FLOOR
NEW YORK NY 10036
Phone
212-867-9090
Filing History
12 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$3.1B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
| 5.9% |
| 1.0% |
| +4.5% |
| Total Accounts | 12 | +9.1% | +10.1% | +14.9% |
| Avg Account Size | $261M | 13.7% | 10.0% | 9.0% |
| Employees | 76 | +4.1% | +1.8% | +7.5% |
| AUM / Employee | $41M | 9.6% | 2.8% | 2.7% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $3.1B | 5.9% | 1.0% | +4.5% | |
Client Count Segments | |||||
| Pooled / Fund | 12 | +9.1% | +10.1% | +14.9% | |