| Total AUM | $389.5M |
| Discretionary | $389.5M100% of AUM |
| Client Accounts | 5 |
| Avg Account Size | $77.9M |
| Employees | 4 |
| Peak AUM | $413.3MMar 2024 |
| AUM CAGR | +23.2% /yrover 6 yrs · 14 filings |
Total AUM
$390M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $390M | 2.3% | +61.6% | — | |
| Discretionary AUM | $390M | ||||
| Total AUM | $389.5M |
| Discretionary | $389.5M |
| Employees | 4 |
| Client Accounts | 5 |
| Client Range | 0 |
Address
18 MARSHALL STREET
NORWALK CT 06854
Phone
321-328-0985
Filing History
14 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$390M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
No related registrations reported
| 2.3% |
| +61.6% |
| — |
| Total Accounts | 5 | +66.7% | +20.4% | — |
| Avg Account Size | $78M | 41.4% | +34.2% | — |
| Employees | 4 | 0.0% | +11.0% | — |
| AUM / Employee | $97M | 2.3% | +45.6% | — |
Client AUM Segments | |||||
| Fund / Pooled AUM | $390M | 2.3% | +61.6% | — | |
Client Count Segments | |||||
| Pooled / Fund | 5 | +66.7% | +20.4% | — | |