| Total AUM | $2.28B |
| Discretionary | $2.28B100% of AUM |
| Client Accounts | 9 |
| Avg Account Size | $253.4M |
| Employees | 28 |
| Peak AUM | $2.89BMar 2020 |
| AUM CAGR | +3.7% /yrover 24 yrs · 38 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $2.3B | +2.0% | 1.2% | 0.2% | |
| Discretionary AUM | |||||
| Total AUM | $2.28B |
| Discretionary | $2.28B |
| Employees | 28 |
| Client Accounts | 9 |
| Client Range | 0 |
Address
292 MADISON AVENUE
NEW YORK NY 10017-6318
Phone
212-293-8800
Filing History
38 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$2.3B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Total AUM
$2.3B
| $2.3B |
| +2.0% |
| 1.2% |
| 0.2% |
| Total Accounts | 9 | +50.0% | +14.5% | +12.5% |
| Avg Account Size | $253M | 32.0% | 13.7% | 11.2% |
| Employees | 28 | 0.0% | 6.3% | 3.2% |
| AUM / Employee | $81M | +2.0% | +5.4% | +3.2% |
Client AUM Segments | |||||
| Institutional AUM | $108M | — | — | — | — |
| Fund / Pooled AUM | $2.2B | 2.9% | 2.8% | 1.1% | |
Client Count Segments | |||||
| Institutional | 1 | — | — | — | — |
| Pooled / Fund | 8 | +33.3% | +10.1% | +9.9% | |