| Total AUM | $629.9M |
| Discretionary | $601.1M95% of AUM |
| Non-Discretionary | $28.8M |
| Client Accounts | 129 |
| Avg Account Size | $4.9M |
| Employees | 13 |
| Peak AUM | $649.0MNov 2024 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $630M | 2.9% | +16.1% | +15.6% | |
| Discretionary AUM | |||||
| Total AUM | $629.9M |
| Discretionary | $601.1M |
| Employees | 13 |
| Client Accounts | 129 |
Address
333 GREENWICH AVENUE
GREENWICH CT 06830
Phone
203-869-4800
Filing History
42 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$601M
95.4% of AUM
Non-Discretionary
$29M
4.6% of AUM
Disc. mix ▼ 0.3pp vs 1 year ago
Custody
| +13.1% /yrover 18 yrs · 42 filings |
Total AUM
$630M
| $601M |
| 3.3% |
| +17.0% |
| +16.3% |
| Non-Disc. AUM | $29M | +4.2% | +1.3% | +4.5% |
| Total Accounts | 129 | 0.0% | +5.8% | +3.6% |
| Avg Account Size | $5M | 2.9% | +9.7% | +11.5% |
| Employees | 13 | +18.2% | +2.7% | +1.6% |
| AUM / Employee | $48M | 17.9% | +13.0% | +13.7% |
Client AUM Segments | |||||
| Wealth AUM | $625M | 3.0% | +16.2% | +15.7% | |
| Institutional AUM | $5M | +5.0% | +5.5% | +3.7% | |
Client Count Segments | |||||
| HNW Clients | 7 | 0.0% | 16.4% | 10.2% | |
| Institutional | 1 | 0.0% | 0.0% | 0.0% | |
| Individuals | 119 | +5.3% | +6.3% | +25.7% | |