| Total AUM | $1.49B |
| Discretionary | $1.49B100% of AUM |
| Client Accounts | 10 |
| Avg Account Size | $149.0M |
| Employees | 18 |
| Peak AUM | $1.49BMar 2026 |
| AUM CAGR | +55.2% /yrover 1 yrs · 5 filings |
Total AUM
$1.5B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.5B | +72.9% | — | — | — |
| Discretionary AUM | $1.5B | +72.9% | |||
| Total AUM | $1.49B |
| Discretionary | $1.49B |
| Employees | 18 |
| Client Accounts | 10 |
Address
860 WASHINGTON STREET, 6TH FLOOR
NEW YORK NY 10014-1308
Phone
212-857-6955
Filing History
5 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$1.5B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| — |
| — |
— |
| Total Accounts | 10 | 0.0% | — | — | — |
| Avg Account Size | $149M | +72.9% | — | — | — |
| Employees | 18 | +20.0% | — | — | — |
| AUM / Employee | $83M | +44.1% | — | — | — |
Client AUM Segments | |||||
| Fund / Pooled AUM | $1.5B | +72.9% | — | — | — |
Client Count Segments | |||||
| Pooled / Fund | 10 | 0.0% | — | — | — |