| Total AUM | $1.92B |
| Discretionary | $1.92B100% of AUM |
| Client Accounts | 18 |
| Avg Account Size | $106.6M |
| Employees | 24 |
| Peak AUM | $12.78BMar 2016 |
| AUM CAGR | +11.5% /yrover 16 yrs · 41 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.9B | 25.5% | 1.3% | 23.5% | |
| Discretionary AUM | $1.9B | ||||
| Total AUM | $1.92B |
| Discretionary | $1.92B |
| Employees | 24 |
| Client Accounts | 18 |
Address
527 MADISON AVENUE
NEW YORK NY 10022
Phone
212-485-3100
Filing History
41 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$1.9B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
Total AUM
$1.9B
| 25.5% |
| 1.3% |
| 13.9% |
| Total Accounts | 18 | 14.3% | 5.0% | +1.1% |
| Avg Account Size | $107M | 13.1% | +3.9% | 24.3% |
| Employees | 24 | +14.3% | +4.6% | 9.3% |
| AUM / Employee | $80M | 34.8% | 5.6% | 15.7% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $1.9B | 25.4% | +0.5% | 13.1% | |
Client Count Segments | |||||
| Pooled / Fund | 18 | 10.0% | 3.5% | +10.4% | |