| Total AUM | $317.7M |
| Discretionary | $317.7M100% of AUM |
| Client Accounts | 5 |
| Avg Account Size | $63.5M |
| Employees | 5 |
| Peak AUM | $1.03BMar 2015 |
| AUM CAGR | +1.1% /yrover 14 yrs · 26 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $318M | +30.0% | +19.3% | +13.2% | |
| Discretionary AUM | |||||
| Total AUM | $317.7M |
| Discretionary | $317.7M |
| Employees | 5 |
| Client Accounts | 5 |
Address
152 WEST 57TH STREET
NEW YORK NY 10019
Phone
212-687-6948
Filing History
26 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$318M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Total AUM
$318M
| $318M |
| +30.0% |
| +19.3% |
| +13.2% |
| Total Accounts | 5 | 0.0% | 0.0% | 6.5% |
| Avg Account Size | $64M | +30.0% | +19.3% | +21.0% |
| Employees | 5 | 0.0% | 0.0% | 0.0% |
| AUM / Employee | $64M | +30.0% | +19.3% | +13.2% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $260M | +24.4% | +16.2% | +12.1% | |
| Other AUM | $58M | +62.7% | +39.0% | +18.7% | |
Client Count Segments | |||||
| Pooled / Fund | 4 | 0.0% | 0.0% | 0.0% | |