| Total AUM | $88.78B |
| Discretionary | $63.98B72% of AUM |
| Non-Discretionary | $24.81B |
| Client Accounts | 76 |
| Avg Account Size | $1.17B |
| Employees | 101 |
| Peak AUM | $88.78BMar 2026 |
| AUM CAGR |
Total AUM
$88.8B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $88.8B | +12.9% | +8.9% | +14.4% | |
| Discretionary AUM | |||||
| Total AUM | $88.78B |
| Discretionary | $63.98B |
| Employees | 101 |
| Client Accounts | 76 |
Address
308 FARMINGTON AVENUE
FARMINGTON CT 06032
Phone
860-370-7812
Filing History
14 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$64.0B
72.1% of AUM
Non-Discretionary
$24.8B
27.9% of AUM
Disc. mix ▼ 13.0pp vs 1 year ago
Custody
| $64.0B |
| 4.4% |
| +1.5% |
| +7.4% |
| Non-Disc. AUM | $24.8B | +110.9% | +49.9% | — |
| Total Accounts | 76 | 86.0% | +107.6% | +63.5% |
| Avg Account Size | $1.2B | +706.3% | 47.5% | 30.0% |
| Employees | 101 | +16.1% | +13.2% | +2.7% |
| AUM / Employee | $879M | 2.8% | 3.7% | +11.4% |
Client AUM Segments | |||||
| Institutional AUM | $63.6B | +16.4% | +11.6% | +7.2% | |
| Fund / Pooled AUM | $421M | +810.8% | — | — | |
| Other AUM | $24.8B | +3.2% | +2.7% | — | |
Client Count Segments | |||||
| Institutional | 7 | 0.0% | 0.0% | +3.0% | |
| Pooled / Fund | 2 | +100.0% | — | — | |