| Total AUM | $123.0M |
| Discretionary | $123.0M100% of AUM |
| Client Accounts | 2 |
| Avg Account Size | $61.5M |
| Employees | 1 |
| Peak AUM | $123.0MFeb 2026 |
| AUM CAGR | 0.0% /yrover 1 yrs · 4 filings |
Total AUM
$123M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $123M | — | — | — | — |
| Discretionary AUM | $123M | — | — | ||
| Total AUM | $123.0M |
| Discretionary | $123.0M |
| Employees | 1 |
| Client Accounts | 2 |
Address
ONE WORLD TRADE CENTER, 85TH FLOOR
NEW YORK NY 10007
Phone
+1 312 573 5677
Filing History
4 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$123M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
— |
| Total Accounts | 2 | — | — | — | — |
| Avg Account Size | $61M | — | — | — | — |
| Employees | 1 | — | — | — | — |
| AUM / Employee | $123M | — | — | — | — |
Client AUM Segments | |||||
| Fund / Pooled AUM | $108M | — | — | — | — |
| Other AUM | $15M | — | — | — | — |
Client Count Segments | |||||
| Pooled / Fund | 1 | — | — | — | — |