| Total AUM | $131.1M |
| Discretionary | $131.1M100% of AUM |
| Client Accounts | 7 |
| Avg Account Size | $18.7M |
| Employees | 5 |
| Peak AUM | $823.4MMar 2024 |
| AUM CAGR | -42.6% /yrover 3 yrs · 8 filings |
Total AUM
$131M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $131M | 47.7% | 42.6% | — | |
| Discretionary AUM | $131M | ||||
| Total AUM | $131.1M |
| Discretionary | $131.1M |
| Employees | 5 |
| Client Accounts | 7 |
Address
712 5TH AVE
NEW YORK NY 10019
Phone
917-796-4710
Filing History
8 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$131M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| 47.7% |
| 42.6% |
| — |
| Total Accounts | 7 | 0.0% | 8.0% | — |
| Avg Account Size | $19M | 47.7% | 37.5% | — |
| Employees | 5 | 54.5% | 20.6% | — |
| AUM / Employee | $26M | +15.1% | 27.6% | — |
Client AUM Segments | |||||
| Fund / Pooled AUM | $131M | 47.7% | 42.6% | — | |
Client Count Segments | |||||
| Pooled / Fund | 7 | 0.0% | 8.0% | — | |