| Total AUM | $96.8M |
| Discretionary | $96.8M100% of AUM |
| Client Accounts | 3 |
| Avg Account Size | $32.3M |
| Employees | 7 |
| Peak AUM | $170.4MMar 2013 |
| AUM CAGR | -3.5% /yrover 14 yrs · 16 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $97M | +9.3% | 4.2% | 4.6% | |
| Discretionary AUM | $97M | ||||
| Total AUM | $96.8M |
| Discretionary | $96.8M |
| Employees | 7 |
| Client Accounts | 3 |
Address
592 FIFTH AVENUE
NEW YORK NY 10036-4707
Phone
212-398-6633
Filing History
16 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$97M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
Total AUM
$97M
| +9.3% |
| 4.2% |
| 4.6% |
| Total Accounts | 3 | 0.0% | 0.0% | 0.0% |
| Avg Account Size | $32M | +9.3% | 4.2% | 4.6% |
| Employees | 7 | 0.0% | 0.0% | 2.6% |
| AUM / Employee | $14M | +9.3% | 4.2% | 2.0% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $97M | +9.3% | 4.2% | 4.6% | |
Client Count Segments | |||||
| Pooled / Fund | 3 | 0.0% | 0.0% | 0.0% | |