| Total AUM | $1.44B |
| Discretionary | $1.44B100% of AUM |
| Client Accounts | 11 |
| Avg Account Size | $130.5M |
| Employees | 30 |
| Peak AUM | $1.44BMar 2026 |
| AUM CAGR | +52.0% /yrover 8 yrs · 16 filings |
Total AUM
$1.4B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.4B | +23.0% | +12.4% | +25.3% | |
| Discretionary AUM | |||||
| Total AUM | $1.44B |
| Discretionary | $1.44B |
| Employees | 30 |
| Client Accounts | 11 |
| Client Range | 0 |
Address
205 WEST 28TH STREET
NEW YORK NY 10001
Phone
212-753-5100
Filing History
16 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$1.4B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
| $1.4B |
| +23.0% |
| +12.4% |
| +25.3% |
| Total Accounts | 11 | 0.0% | +30.1% | +22.4% |
| Avg Account Size | $130M | +23.0% | 13.6% | +2.4% |
| Employees | 30 | +15.4% | — | — |
| AUM / Employee | $48M | +6.6% | — | — |
Client AUM Segments | |||||
| Institutional AUM | $373M | — | — | — | |
| Fund / Pooled AUM | $1.1B | 9.0% | +1.6% | +18.0% | |
Client Count Segments | |||||
| Pooled / Fund | 10 | 9.1% | +26.0% | +20.1% | |