| Total AUM | $1.22B |
| Discretionary | $1.22B100% of AUM |
| Client Accounts | 8 |
| Avg Account Size | $152.0M |
| Employees | 3 |
| Peak AUM | $1.22BMar 2026 |
| AUM CAGR | +34.7% /yrover 6 yrs · 10 filings |
Total AUM
$1.2B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.2B | +29.3% | +25.1% | +40.9% | |
| Discretionary AUM | |||||
| Total AUM | $1.22B |
| Discretionary | $1.22B |
| Employees | 3 |
| Client Accounts | 8 |
Phone
646-321-0134
Filing History
10 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$1.2B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| $1.2B |
| +29.3% |
| +25.1% |
| +40.9% |
| Total Accounts | 8 | +33.3% | +26.0% | +32.0% |
| Avg Account Size | $152M | 3.0% | 0.7% | +6.8% |
| Employees | 3 | +50.0% | +44.2% | +24.6% |
| AUM / Employee | $405M | 13.8% | 13.3% | +13.1% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $1.2B | +29.3% | +25.1% | +40.9% | |
Client Count Segments | |||||
| Pooled / Fund | 8 | +33.3% | +26.0% | +32.0% | |