| Total AUM | $396.1M |
| Discretionary | $396.1M100% of AUM |
| Client Accounts | 4 |
| Avg Account Size | $99.0M |
| Employees | 10 |
| Peak AUM | $396.1MMar 2026 |
| AUM CAGR | +36.1% /yrover 3 yrs · 10 filings |
Total AUM
$396M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $396M | +51.0% | — | — | |
| Discretionary AUM | $396M | ||||
| Total AUM | $396.1M |
| Discretionary | $396.1M |
| Employees | 10 |
| Client Accounts | 4 |
Address
205 WEST 28TH STREET
NEW YORK NY 10001
Phone
212-540-5151
Filing History
10 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$396M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| — |
| — |
| Total Accounts | 4 | +33.3% | — | — |
| Avg Account Size | $99M | +13.3% | — | — |
| Employees | 10 | +42.9% | +19.8% | — |
| AUM / Employee | $40M | +5.7% | — | — |
Client AUM Segments | |||||
| Fund / Pooled AUM | $239M | 8.8% | — | — | |
| Other AUM | $157M | — | — | — | |
Client Count Segments | |||||
| Pooled / Fund | 3 | 0.0% | — | — | |