| Total AUM | $204.8M |
| Discretionary | $204.8M100% of AUM |
| Client Accounts | 294 |
| Avg Account Size | $696K |
| Employees | 7 |
| Peak AUM | $207.0MJan 2025 |
Total AUM
$205M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $205M | 1.1% | +6.5% | +7.7% | |
| Discretionary AUM | $205M | ||||
| Total AUM | $204.8M |
| Discretionary | $204.8M |
| Employees | 7 |
| Client Accounts | 294 |
| Client Range | 0 |
Phone
(212) 488-1701
Filing History
31 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$205M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
No related registrations reported
| 1.1% |
| +6.5% |
| +7.7% |
| Total Accounts | 294 | 1.0% | +3.9% | +7.9% |
| Avg Account Size | $696,431.037 | 0.1% | +2.4% | 0.1% |
| Employees | 7 | +133.3% | +31.6% | +11.8% |
| AUM / Employee | $29M | 57.6% | 19.1% | 3.7% |
Client AUM Segments | |||||
| Wealth AUM | $196M | 1.6% | +5.1% | +7.2% | |
| Institutional AUM | $9M | +11.1% | +104.7% | +27.9% | |
Client Count Segments | |||||
| HNW Clients | 144 | +67.4% | +26.3% | +4.1% | |
| Individuals | 46 | 4.2% | +11.4% | +6.2% | |