| Total AUM | $5.22B |
| Discretionary | $4.95B95% of AUM |
| Non-Discretionary | $270.9M |
| Client Accounts | 14 |
| Avg Account Size | $372.9M |
| Employees | 37 |
| Peak AUM | $5.58BMar 2022 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $5.2B | +0.6% | +4.2% | +1.8% | |
| Discretionary AUM | $5.0B | ||||
| Total AUM | $5.22B |
| Discretionary | $4.95B |
| Employees | 37 |
| Client Accounts | 14 |
Address
9 WEST 57TH STREET
NEW YORK NY 10019
Phone
212-821-1600
Filing History
33 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$5.0B
94.8% of AUM
Non-Discretionary
$271M
5.2% of AUM
Disc. mix ▲ 0.5pp vs 1 year ago
Custody
| +10.5% /yrover 14 yrs · 33 filings |
Total AUM
$5.2B
| +1.2% |
| +4.3% |
| +1.7% |
| Non-Disc. AUM | $271M | 9.0% | +1.7% | +3.5% |
| Total Accounts | 14 | +27.3% | +11.9% | +7.0% |
| Avg Account Size | $373M | 20.9% | 6.9% | 4.8% |
| Employees | 37 | 11.9% | 4.9% | 8.6% |
| AUM / Employee | $141M | +14.2% | +9.5% | +11.4% |
Client AUM Segments | |||||
| Wealth AUM | $149M | 18.3% | 0.3% | +2.5% | |
| Institutional AUM | $122M | +5.8% | +4.4% | +4.8% | |
| Fund / Pooled AUM | $5.0B | +1.2% | +4.3% | +1.7% | |
Client Count Segments | |||||
| Institutional | 1 | 0.0% | 0.0% | 12.9% | |
| Pooled / Fund | 10 | +42.9% | +12.6% | +4.6% | |
| Individuals | 3 | 0.0% | +14.5% | +8.4% | |