| Total AUM | $137.4M |
| Discretionary | $126.4M92% of AUM |
| Non-Discretionary | $11.0M |
| Client Accounts | 129 |
| Avg Account Size | $1.1M |
| Employees | 9 |
| Peak AUM | $41.37BMar 2008 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $137M | +16.6% | +13.5% | +9.4% | |
| Discretionary AUM | |||||
| Total AUM | $137.4M |
| Discretionary | $126.4M |
| Employees | 9 |
| Client Accounts | 129 |
| Client Range | 0 |
Address
1010 WASHINGTON BLVD
STAMFORD CT 06901
Phone
203-388-2700
Filing History
98 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$126M
92.0% of AUM
Non-Discretionary
$11M
8.0% of AUM
Disc. mix ▼ 0.1pp vs 1 year ago
| +1.3% /yrover 25 yrs · 98 filings |
Total AUM
$137M
| $126M |
| +16.4% |
| +11.8% |
| +9.0% |
| Non-Disc. AUM | $11M | +18.0% | +47.8% | +15.9% |
| Total Accounts | 129 | +31.6% | +1.0% | 0.7% |
| Avg Account Size | $1M | 11.5% | +12.4% | +10.2% |
| Employees | 9 | +28.6% | 6.1% | 6.9% |
| AUM / Employee | $15M | 9.3% | +21.0% | +17.5% |
Client AUM Segments | |||||
| Wealth AUM | $135M | +15.9% | +13.3% | +9.3% | |
| Institutional AUM | $3M | +62.9% | +26.9% | +20.4% | |
Client Count Segments | |||||
| HNW Clients | 73 | +69.8% | 2.1% | 1.8% | |
| Institutional | 2 | +100.0% | 0.0% | — | |
| Individuals | 54 | 0.0% | +5.9% | +6.5% | |