| Total AUM | $777.1M |
| Discretionary | $777.1M100% of AUM |
| Client Accounts | 10 |
| Avg Account Size | $77.7M |
| Employees | 2 |
| Peak AUM | $2.22BMar 2017 |
| AUM CAGR | -4.7% /yrover 14 yrs · 27 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $777M | 46.9% | 23.5% | 16.1% | |
| Discretionary AUM | $777M | ||||
| Total AUM | $777.1M |
| Discretionary | $777.1M |
| Employees | 2 |
| Client Accounts | 10 |
Address
545 MADISON AVENUE
NEW YORK NY 10022
Phone
212-508-3300
Filing History
27 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$777M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Total AUM
$777M
| 46.9% |
| 23.5% |
| 16.1% |
| Total Accounts | 10 | 9.1% | 3.1% | 1.8% |
| Avg Account Size | $78M | 41.6% | 21.0% | 14.6% |
| Employees | 2 | 0.0% | 0.0% | 34.6% |
| AUM / Employee | $389M | 46.9% | 23.5% | +28.3% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $777M | 46.9% | 23.5% | 16.1% | |
Client Count Segments | |||||
| Pooled / Fund | 10 | 9.1% | 3.1% | 1.8% | |