| Total AUM | $339.5M |
| Discretionary | $339.5M100% of AUM |
| Client Accounts | 6 |
| Avg Account Size | $56.6M |
| Employees | 5 |
| Peak AUM | $434.4MMar 2022 |
| AUM CAGR | -2.7% /yrover 6 yrs · 10 filings |
Total AUM
$340M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $340M | +55.5% | 7.5% | 3.5% | |
| Discretionary AUM | $340M | ||||
| Total AUM | $339.5M |
| Discretionary | $339.5M |
| Employees | 5 |
| Client Accounts | 6 |
Address
150 E 52ND ST
NEW YORK NY 10022
Phone
212-257-5690
Filing History
10 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$340M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| +55.5% |
| 7.5% |
| 3.5% |
| Total Accounts | 6 | 0.0% | 9.1% | +14.9% |
| Avg Account Size | $57M | +55.5% | +1.8% | 16.0% |
| Employees | 5 | 0.0% | 10.6% | 3.6% |
| AUM / Employee | $68M | +55.5% | +3.4% | +0.1% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $316M | +51.7% | 4.5% | 4.9% | |
| Other AUM | $24M | +133.3% | 29.1% | — | |
Client Count Segments | |||||
| Pooled / Fund | 5 | 0.0% | 0.0% | +10.8% | |