| Total AUM | $549.9M |
| Discretionary | $549.9M100% of AUM |
| Client Accounts | 6 |
| Avg Account Size | $91.7M |
| Employees | 6 |
| Peak AUM | $549.9MMar 2026 |
| AUM CAGR | +39.2% /yrover 4 yrs · 8 filings |
Total AUM
$550M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $550M | +241.2% | +87.4% | — | |
| Discretionary AUM | $550M | ||||
| Total AUM | $549.9M |
| Discretionary | $549.9M |
| Employees | 6 |
| Client Accounts | 6 |
Address
9 EAST 40TH ST.
NEW YORK NY 10016
Phone
212-572-6469
Filing History
8 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$550M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| +241.2% |
| +87.4% |
| — |
| Total Accounts | 6 | +50.0% | +44.2% | — |
| Avg Account Size | $92M | +127.4% | +29.9% | — |
| Employees | 6 | +20.0% | +6.3% | +10.7% |
| AUM / Employee | $92M | +184.3% | +76.3% | — |
Client AUM Segments | |||||
| Fund / Pooled AUM | $550M | +241.2% | +87.4% | — | |
Client Count Segments | |||||
| Pooled / Fund | 6 | +50.0% | +44.2% | — | |