| Total AUM | $507.5M |
| Discretionary | $334.4M66% of AUM |
| Non-Discretionary | $173.2M |
| Client Accounts | 85 |
| Avg Account Size | $6.0M |
| Employees | 1 |
| Peak AUM | $507.5MMar 2026 |
Total AUM
$508M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $508M | +13.1% | +8.6% | +7.0% | |
| Discretionary AUM | $334M | ||||
| Total AUM | $507.5M |
| Discretionary | $334.4M |
| Employees | 1 |
| Client Accounts | 85 |
Address
30 OLD KINGS HIGHWAY SOUTH
DARIEN CT 06820
Phone
917-705-2500
Filing History
11 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$334M
65.9% of AUM
Non-Discretionary
$173M
34.1% of AUM
Disc. mix ▼ 0.0pp vs 1 year ago
No related registrations reported
| +13.1% |
| +6.9% |
| +19.1% |
| Non-Disc. AUM | $173M | +13.1% | +12.3% | 4.8% |
| Total Accounts | 85 | 0.0% | +1.6% | 6.0% |
| Avg Account Size | $6M | +13.1% | +6.9% | +13.9% |
| Employees | 1 | 0.0% | 0.0% | 0.0% |
| AUM / Employee | $508M | +13.1% | +8.6% | +7.0% |
Client AUM Segments | |||||
| Wealth AUM | $508M | +13.1% | +8.6% | +7.0% | |
Client Count Segments | |||||
| Individuals | 1 | 0.0% | 0.0% | 19.7% | |