| Total AUM | $761.3M |
| Discretionary | $761.3M100% of AUM |
| Client Accounts | 8 |
| Avg Account Size | $95.2M |
| Employees | 7 |
| Peak AUM | $761.3MMar 2026 |
| AUM CAGR | +50.7% /yrover 3 yrs · 13 filings |
Total AUM
$761M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $761M | +21.8% | +55.7% | — | |
| Discretionary AUM | $761M | ||||
| Total AUM | $761.3M |
| Discretionary | $761.3M |
| Employees | 7 |
| Client Accounts | 8 |
Address
520 MADISON AVENUE
NEW YORK NY 10022
Phone
(212) 540-4099
Filing History
13 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$761M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| +21.8% |
| +55.7% |
| — |
| Total Accounts | 8 | 0.0% | +16.5% | — |
| Avg Account Size | $95M | +21.8% | +33.7% | — |
| Employees | 7 | +16.7% | +19.9% | — |
| AUM / Employee | $109M | +4.4% | +29.9% | — |
Client AUM Segments | |||||
| Institutional AUM | $116M | 38.2% | — | — | |
| Fund / Pooled AUM | $645M | +47.7% | +47.6% | — | |
Client Count Segments | |||||
| Pooled / Fund | 7 | 0.0% | +19.9% | — | |