| Total AUM | $8.6M |
| Discretionary | $8.6M100% of AUM |
| Client Accounts | 3 |
| Avg Account Size | $2.9M |
| Employees | 1 |
| Peak AUM | $45.4MMar 2024 |
| AUM CAGR | -47.1% /yrover 3 yrs · 6 filings |
Total AUM
$9M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $9M | 57.9% | 47.1% | — | |
| Discretionary AUM | $9M | ||||
| Total AUM | $8.6M |
| Discretionary | $8.6M |
| Employees | 1 |
| Client Accounts | 3 |
Address
800 THIRD AVENUE
NEW YORK NY 10022
Phone
212-446-9304
Filing History
6 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$9M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
| 47.1% |
| — |
| Total Accounts | 3 | 0.0% | 0.0% | — |
| Avg Account Size | $3M | 57.9% | 47.1% | — |
| Employees | 1 | 0.0% | 23.5% | — |
| AUM / Employee | $9M | 57.9% | 30.8% | — |
Client AUM Segments | |||||
| Fund / Pooled AUM | $9M | 57.9% | 47.1% | — | |
Client Count Segments | |||||
| Pooled / Fund | 3 | 0.0% | 0.0% | — | |