| Total AUM | $108.5M |
| Discretionary | $108.5M100% of AUM |
| Client Accounts | 1 |
| Avg Account Size | $108.5M |
| Employees | 2 |
| Peak AUM | $108.5MFeb 2025 |
Total AUM
$109M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $109M | +20.2% | — | — | — |
| Discretionary AUM | $109M | +20.2% | |||
| Total AUM | $108.5M |
| Discretionary | $108.5M |
| Employees | 2 |
| Client Accounts | 1 |
Address
41 RUNNYMEDE ROAD
CHATHAM NJ 07928
Phone
516-492-5804
Filing History
4 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$109M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
No related registrations reported
| — |
| — |
— |
| Total Accounts | 1 | 0.0% | — | — | — |
| Avg Account Size | $109M | +20.2% | — | — | — |
| Employees | 2 | 0.0% | 32.7% | — | — |
| AUM / Employee | $54M | +20.2% | — | — | — |
Client AUM Segments | |||||
| Institutional AUM | $109M | +20.2% | — | — | — |
Client Count Segments | |||||
| Institutional | 1 | 0.0% | — | — | — |