| Total AUM | $2.29B |
| Discretionary | $2.29B100% of AUM |
| Client Accounts | 15 |
| Avg Account Size | $152.8M |
| Employees | 27 |
| Peak AUM | $3.00BMar 2023 |
| AUM CAGR | +15.5% /yrover 14 yrs · 42 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $2.3B | 10.7% | 8.5% | +3.9% | |
| Discretionary AUM | $2.3B | ||||
| Total AUM | $2.29B |
| Discretionary | $2.29B |
| Employees | 27 |
| Client Accounts | 15 |
Address
66 HUDSON BOULEVARD EAST
NEW YORK NY 10001
Phone
212-715-6800
Filing History
42 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
Custody
Total AUM
$2.3B
| 10.7% |
| 8.5% |
| +3.9% |
| Total Accounts | 15 | 16.7% | 4.1% | +8.4% |
| Avg Account Size | $153M | +7.2% | 4.6% | 4.2% |
| Employees | 27 | +8.0% | +2.6% | +2.4% |
| AUM / Employee | $85M | 17.3% | 10.9% | +1.5% |
Client AUM Segments | |||||
| Institutional AUM | $585M | 17.3% | 1.6% | +9.0% | |
| Fund / Pooled AUM | $1.7B | 8.1% | 10.5% | +2.4% | |
Client Count Segments | |||||
| Institutional | 8 | 0.0% | +4.6% | +5.9% | |
| Pooled / Fund | 9 | 0.0% | 0.0% | +2.4% | |