| Total AUM | $4.91B |
| Discretionary | $4.91B100% of AUM |
| Client Accounts | 5 |
| Avg Account Size | $981.5M |
| Employees | 21 |
| Peak AUM | $4.91BMar 2026 |
| AUM CAGR | +52.8% /yrover 4 yrs · 20 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $4.9B | +138.8% | +65.9% | +52.8% | |
| Discretionary AUM | |||||
| Total AUM | $4.91B |
| Discretionary | $4.91B |
| Employees | 21 |
| Client Accounts | 5 |
Address
1301 AVENUE OF THE AMERICAS
NEW YORK NY 10019
Phone
19148286521
Filing History
20 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$4.9B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
Total AUM
$4.9B
| $4.9B |
| +138.8% |
| +65.9% |
| +52.8% |
| Total Accounts | 5 | +400.0% | +71.0% | +53.6% |
| Avg Account Size | $982M | 52.2% | 3.0% | 0.5% |
| Employees | 21 | +10.5% | +14.5% | +21.9% |
| AUM / Employee | $234M | +116.0% | +44.9% | +25.4% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $4.9B | +138.8% | +65.9% | +52.8% | |
Client Count Segments | |||||
| Pooled / Fund | 5 | +400.0% | +71.0% | +53.6% | |