| Total AUM | $393.3M |
| Discretionary | $393.3M100% of AUM |
| Client Accounts | 50 |
| Avg Account Size | $7.9M |
| Employees | 4 |
| Peak AUM | $445.6MJan 2025 |
| AUM CAGR | +20.0% /yrover 11 yrs · 29 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $393M | 11.7% | +8.7% | +22.4% | |
| Discretionary AUM | |||||
| Total AUM | $393.3M |
| Discretionary | $393.3M |
| Employees | 4 |
| Client Accounts | 50 |
| Client Range | 0 |
Phone
908-205-2955
Filing History
29 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$393M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
No related registrations reported
Total AUM
$393M
| $393M |
| 11.7% |
| +8.7% |
| +22.4% |
| Total Accounts | 50 | 13.8% | +13.7% | 11.1% |
| Avg Account Size | $8M | +2.4% | 4.4% | +37.7% |
| Employees | 4 | 0.0% | 7.2% | 0.0% |
| AUM / Employee | $98M | 11.7% | +17.1% | +22.4% |
Client AUM Segments | |||||
| Wealth AUM | $63M | 18.9% | +4.5% | +5.8% | |
| Fund / Pooled AUM | $331M | 10.2% | +10.6% | +28.2% | |
Client Count Segments | |||||
| Pooled / Fund | 2 | 0.0% | 12.6% | 7.7% | |
| Individuals | 47 | 13.0% | +18.8% | 4.7% | |