| Total AUM | $4.66B |
| Discretionary | $4.66B100% of AUM |
| Client Accounts | 40 |
| Avg Account Size | $116.6M |
| Employees | 49 |
| Peak AUM | $4.66BMar 2026 |
Total AUM
$4.7B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $4.7B | +63.2% | +39.7% | +44.1% | |
| Discretionary AUM | |||||
| Total AUM | $4.66B |
| Discretionary | $4.66B |
| Employees | 49 |
| Client Accounts | 40 |
| Client Range | 0 |
Address
750 WASHINGTON BOULEVARD
STAMFORD CT 06901
Phone
203-355-6100
Filing History
27 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$4.7B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| $4.7B |
| +63.2% |
| +39.7% |
| +44.1% |
| Total Accounts | 40 | +8.1% | +6.6% | +13.8% |
| Avg Account Size | $117M | +50.9% | +31.1% | +26.7% |
| Employees | 49 | +14.0% | +14.1% | +10.3% |
| AUM / Employee | $95M | +43.2% | +22.5% | +30.6% |
Client AUM Segments | |||||
| Institutional AUM | $1.9B | +252.2% | +261.6% | — | |
| Fund / Pooled AUM | $2.2B | 4.9% | +9.7% | +24.0% | |
| Other AUM | $548M | — | — | — | |
Client Count Segments | |||||
| Institutional | 4 | +33.3% | +58.7% | — | |
| Pooled / Fund | 34 | 2.9% | +2.0% | +10.1% | |