| Total AUM | $691.5M |
| Discretionary | $691.5M100% of AUM |
| Client Accounts | 115 |
| Avg Account Size | $6.0M |
| Employees | 8 |
| Peak AUM | $691.5MMar 2026 |
| AUM CAGR | +38.0% /yrover 13 yrs · 33 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $691M | +119.2% | +54.4% | +25.5% | |
| Discretionary AUM | |||||
| Total AUM | $691.5M |
| Discretionary | $691.5M |
| Employees | 8 |
| Client Accounts | 115 |
| Client Range | 0 |
Address
212 CARNEGIE CENTER
PRINCETON NJ 08540
Phone
212-920-2000
Filing History
33 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$691M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Total AUM
$691M
| $691M |
| +119.2% |
| +54.4% |
| +25.5% |
| Total Accounts | 115 | +9.5% | +5.1% | +0.4% |
| Avg Account Size | $6M | +100.2% | +46.9% | +25.1% |
| Employees | 8 | +33.3% | +10.1% | +9.9% |
| AUM / Employee | $86M | +64.4% | +40.3% | +14.3% |
Client AUM Segments | |||||
| Wealth AUM | $232M | +5.5% | +14.8% | +5.1% | |
| Institutional AUM | $302M | +337.2% | +150.1% | +66.1% | |
| Fund / Pooled AUM | $144M | +590.4% | +110.0% | +52.5% | |
| Other AUM | $14M | +140.4% | — | — | |
Client Count Segments | |||||
| HNW Clients | 20 | 31.0% | 12.6% | 9.0% | |
| Institutional | 8 | +60.0% | +26.0% | 6.2% | |
| Pooled / Fund | 2 | +100.0% | +26.0% | +14.9% | |
| Individuals | 68 | +11.5% | +2.6% | 0.3% | |