| Total AUM | $458.4M |
| Discretionary | $458.4M100% of AUM |
| Client Accounts | 15 |
| Avg Account Size | $30.6M |
| Employees | 26 |
| Peak AUM | $598.0MMar 2023 |
| AUM CAGR | +41.1% /yrover 12 yrs · 24 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $458M | +209.4% | 8.3% | 0.9% | |
| Discretionary AUM | $458M | ||||
| Total AUM | $458.4M |
| Discretionary | $458.4M |
| Employees | 26 |
| Client Accounts | 15 |
Address
52 VANDERBILT AVENUE
NEW YORK NY 10017
Phone
855-273-7227
Filing History
24 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$458M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Total AUM
$458M
| +209.4% |
| 8.3% |
| 0.9% |
| Total Accounts | 15 | 25.0% | 18.3% | 18.0% |
| Avg Account Size | $31M | +312.6% | +12.3% | +20.8% |
| Employees | 26 | +18.2% | +2.6% | +8.7% |
| AUM / Employee | $18M | +161.8% | 10.6% | 8.8% |
Client AUM Segments | |||||
| Wealth AUM | $5M | 31.8% | 8.8% | 8.6% | |
| Institutional AUM | $312,118 | 90.2% | 58.9% | 40.2% | |
| Fund / Pooled AUM | $452M | +230.0% | 8.0% | 0.5% | |
| Other AUM | $1M | +22.4% | 9.1% | 25.8% | |
Client Count Segments | |||||
| Institutional | 1 | 66.7% | 40.7% | 27.1% | |
| Pooled / Fund | 3 | 0.0% | 0.0% | +24.1% | |
| Individuals | 10 | 0.0% | 12.3% | 18.3% | |