| Total AUM | $5.83B |
| Discretionary | $5.40B93% of AUM |
| Non-Discretionary | $431.6M |
| Client Accounts | 17 |
| Avg Account Size | $342.7M |
| Employees | 51 |
| Peak AUM | $5.87BAug 2025 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $5.8B | +60.6% | +69.6% | +88.4% | |
| Discretionary AUM | |||||
| Total AUM | $5.83B |
| Discretionary | $5.40B |
| Employees | 51 |
| Client Accounts | 17 |
Address
5 BRYANT PARK
NEW YORK NY 10018
Phone
1 646 974 8560
Filing History
21 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$5.4B
92.6% of AUM
Non-Discretionary
$432M
7.4% of AUM
Disc. mix ▼ 7.0pp vs 1 year ago
| +88.4% /yrover 4 yrs · 21 filings |
Total AUM
$5.8B
| $5.4B |
| +49.3% |
| +65.2% |
| +84.5% |
| Non-Disc. AUM | $432M | +2768.4% | — | — |
| Total Accounts | 17 | +41.7% | +35.5% | +26.7% |
| Avg Account Size | $343M | +13.3% | +25.1% | +48.6% |
| Employees | 51 | +13.3% | +31.4% | +21.0% |
| AUM / Employee | $114M | +41.7% | +29.1% | +55.7% |
Client AUM Segments | |||||
| Institutional AUM | $836M | 16.4% | — | — | |
| Fund / Pooled AUM | $4.7B | +79.7% | +57.5% | +77.8% | |
Client Count Segments | |||||
| Pooled / Fund | 15 | +50.0% | +29.8% | +22.5% | |