| Total AUM | $300.9M |
| Discretionary | $300.9M100% of AUM |
| Client Accounts | 5 |
| Avg Account Size | $60.2M |
| Employees | 6 |
| Peak AUM | $315.6MMar 2025 |
| AUM CAGR | +39.6% /yrover 3 yrs · 9 filings |
Total AUM
$301M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $301M | 4.7% | — | — | |
| Discretionary AUM | $301M | ||||
| Total AUM | $300.9M |
| Discretionary | $300.9M |
| Employees | 6 |
| Client Accounts | 5 |
Address
107 ELM ST
STAMFORD CT 06902
Phone
203-902-4259
Filing History
9 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$301M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| — |
| — |
| Total Accounts | 5 | 16.7% | — | — |
| Avg Account Size | $60M | +14.4% | — | — |
| Employees | 6 | 0.0% | +6.6% | — |
| AUM / Employee | $50M | 4.7% | — | — |
Client AUM Segments | |||||
| Fund / Pooled AUM | $301M | 4.7% | — | — | |
Client Count Segments | |||||
| Pooled / Fund | 5 | 16.7% | — | — | |