| Total AUM | $91.0M |
| Discretionary | $91.0M100% of AUM |
| Client Accounts | 1 |
| Avg Account Size | $91.0M |
| Employees | 2 |
| Peak AUM | $103.1MJan 2022 |
| AUM CAGR | +5.2% /yrover 15 yrs · 40 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $91M | 0.0% | 0.1% | +1.9% | |
| Discretionary AUM | |||||
| Total AUM | $91.0M |
| Discretionary | $91.0M |
| Employees | 2 |
| Client Accounts | 1 |
| Client Range | 0 |
Phone
914-925-0022 X 110
Filing History
40 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$91M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
No related registrations reported
Total AUM
$91M
| $91M |
| 0.0% |
| 0.1% |
| +1.9% |
| Total Accounts | 1 | 0.0% | 0.0% | 0.0% |
| Avg Account Size | $91M | 0.0% | 0.1% | +1.9% |
| Employees | 2 | 0.0% | 12.9% | 7.9% |
| AUM / Employee | $46M | 0.0% | +14.7% | +10.6% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $91M | 0.0% | 0.1% | +1.9% | |
Client Count Segments | |||||
| Pooled / Fund | 1 | 0.0% | 0.0% | 0.0% | |