| Total AUM | $233.7M |
| Discretionary | $233.7M100% of AUM |
| Client Accounts | 1 |
| Avg Account Size | $233.7M |
| Employees | 6 |
| Peak AUM | $1.72BApr 2021 |
Total AUM
$234M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $234M | 36.4% | 23.8% | — | |
| Discretionary AUM | $234M | ||||
| Total AUM | $233.7M |
| Discretionary | $233.7M |
| Employees | 6 |
| Client Accounts | 1 |
Phone
212-747-0444
Filing History
10 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$234M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| 36.4% |
| 23.8% |
| — |
| Total Accounts | 1 | 0.0% | 0.0% | — |
| Avg Account Size | $234M | 36.4% | 23.8% | — |
| Employees | 6 | +20.0% | +14.5% | +8.4% |
| AUM / Employee | $39M | 47.0% | 33.4% | — |
Client AUM Segments | |||||
| Fund / Pooled AUM | $234M | 36.4% | 23.8% | — | |
Client Count Segments | |||||
| Pooled / Fund | 1 | 0.0% | 0.0% | — | |