| Total AUM | $42.9M |
| Discretionary | $42.9M100% of AUM |
| Client Accounts | 53 |
| Avg Account Size | $809K |
| Employees | 1 |
| Peak AUM | $907.6MMar 2021 |
Total AUM
$43M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $43M | +2.3% | 32.9% | 45.7% | |
| Discretionary AUM | $43M | ||||
| Total AUM | $42.9M |
| Discretionary | $42.9M |
| Employees | 1 |
| Client Accounts | 53 |
Phone
773-275-3262
Filing History
28 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$43M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
| +2.3% |
| 32.9% |
| 44.7% |
| Total Accounts | 53 | +1.9% | 0.6% | 21.0% |
| Avg Account Size | $809,298.038 | +0.4% | 32.5% | 31.3% |
| Employees | 1 | 50.0% | 20.6% | 19.7% |
| AUM / Employee | $43M | +104.6% | 15.4% | 32.3% |
Client AUM Segments | |||||
| Wealth AUM | $43M | +2.3% | 30.2% | 26.9% | |
| Institutional AUM | $1,513 | 69.7% | 44.6% | 89.6% | |
Client Count Segments | |||||
| HNW Clients | 1 | 0.0% | — | 35.6% | |
| Institutional | 1 | 0.0% | 30.7% | 48.3% | |
| Individuals | 13 | 0.0% | 0.0% | 16.0% | |