| Total AUM | $205.1M |
| Discretionary | $205.1M100% of AUM |
| Client Accounts | 2 |
| Avg Account Size | $102.5M |
| Employees | 10 |
| Peak AUM | $205.1MMar 2026 |
| AUM CAGR | +72.4% /yrover 4 yrs · 7 filings |
Total AUM
$205M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $205M | — | +72.4% | +72.4% | — |
| Discretionary AUM | $205M | — | |||
| Total AUM | $205.1M |
| Discretionary | $205.1M |
| Employees | 10 |
| Client Accounts | 2 |
Address
261 FIFTH AVENUE
NEW YORK NY 10016
Phone
917-781-4811
Filing History
7 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$205M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
| +72.4% |
| +72.4% |
— |
| Total Accounts | 2 | — | +19.4% | +19.4% | — |
| Avg Account Size | $103M | — | +44.4% | +44.4% | — |
| Employees | 10 | — | 2.4% | 2.4% | — |
| AUM / Employee | $21M | — | +76.6% | +76.6% | — |
Client AUM Segments | |||||
| Fund / Pooled AUM | $205M | — | +72.4% | +72.4% | — |
Client Count Segments | |||||
| Pooled / Fund | 2 | — | +19.4% | +19.4% | — |