| Total AUM | $196.6M |
| Discretionary | $196.6M100% of AUM |
| Client Accounts | 1 |
| Avg Account Size | $196.6M |
| Employees | 2 |
| Peak AUM | $527.8MMar 2018 |
| AUM CAGR | +1.5% /yrover 11 yrs · 20 filings |
Total AUM
$197M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $197M | +17.3% | 1.3% | 0.5% | |
| Discretionary AUM | $197M | ||||
| Total AUM | $196.6M |
| Discretionary | $196.6M |
| Employees | 2 |
| Client Accounts | 1 |
Phone
212-319-2570
Filing History
20 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$197M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
| +17.3% |
| 1.3% |
| 0.5% |
| Total Accounts | 1 | 0.0% | 0.0% | 0.0% |
| Avg Account Size | $197M | +17.3% | 1.3% | 0.5% |
| Employees | 2 | 0.0% | 0.0% | 0.0% |
| AUM / Employee | $98M | +17.3% | 1.3% | 0.5% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $197M | +17.3% | 1.3% | 0.5% | |
Client Count Segments | |||||
| Pooled / Fund | 1 | 0.0% | 0.0% | 0.0% | |