| Total AUM | $255.4M |
| Discretionary | $255.4M100% of AUM |
| Client Accounts | 2 |
| Avg Account Size | $127.7M |
| Employees | 2 |
| Peak AUM | $280.4MMar 2025 |
| AUM CAGR | +4.4% /yrover 5 yrs · 20 filings |
Total AUM
$255M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $255M | 8.9% | +7.9% | +4.4% | |
| Discretionary AUM | |||||
| Total AUM | $255.4M |
| Discretionary | $255.4M |
| Employees | 2 |
| Client Accounts | 2 |
Phone
914-833-0875
Filing History
20 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$255M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
No related registrations reported
| $255M |
| 8.9% |
| +7.9% |
| +4.4% |
| Total Accounts | 2 | 0.0% | 0.0% | 0.0% |
| Avg Account Size | $128M | 8.9% | +7.9% | +4.4% |
| Employees | 2 | 0.0% | 12.6% | 8.0% |
| AUM / Employee | $128M | 8.9% | +23.5% | +13.5% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $191M | 11.8% | +6.2% | +3.2% | |
| Other AUM | $64M | +0.9% | +13.5% | +8.4% | |
Client Count Segments | |||||
| Pooled / Fund | 1 | 0.0% | 0.0% | 0.0% | |