| Total AUM | $558.2M |
| Discretionary | $00% of AUM |
| Non-Discretionary | $558.2M |
| Client Accounts | 1 |
| Avg Account Size | $558.2M |
| Employees | 6 |
| Peak AUM | $1.10BDec 2022 |
| AUM CAGR |
Total AUM
$558M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $558M | +13.1% | 20.0% | 3.4% | |
| Non-Disc. AUM | $558M | ||||
| Total AUM | $558.2M |
| Discretionary | $0 |
| Employees | 6 |
| Client Accounts | 1 |
Address
427 BEDFORD ROAD
PLEASANTVILLE NY 10570
Phone
(914) 449-9703
Filing History
16 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$0
0.0% of AUM
Non-Discretionary
$558M
100.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
No related registrations reported
| +13.1% |
| — |
| — |
| Total Accounts | 1 | 0.0% | 37.0% | 19.7% |
| Avg Account Size | $558M | +13.1% | +26.9% | +20.3% |
| Employees | 6 | 0.0% | +6.3% | +3.7% |
| AUM / Employee | $93M | +13.1% | 24.7% | 6.9% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $558M | +13.1% | 20.0% | 3.4% | |
Client Count Segments | |||||
| Pooled / Fund | 1 | 0.0% | 37.0% | 19.7% | |