| Total AUM | $229.2M |
| Discretionary | $229.2M100% of AUM |
| Client Accounts | 17 |
| Avg Account Size | $13.5M |
| Employees | 4 |
| Peak AUM | $1.90BJan 2018 |
Total AUM
$229M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $229M | 49.6% | 37.0% | 30.6% | |
| Discretionary AUM | |||||
| Total AUM | $229.2M |
| Discretionary | $229.2M |
| Employees | 4 |
| Client Accounts | 17 |
Address
830 MORRIS TURNPIKE
SHORT HILLS NJ 07078
Phone
973-985-7128
Filing History
29 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$229M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
No related registrations reported
| $229M |
| 49.6% |
| 37.0% |
| 30.6% |
| Total Accounts | 17 | 61.4% | 42.6% | 33.4% |
| Avg Account Size | $13M | +30.3% | +9.8% | +4.2% |
| Employees | 4 | 0.0% | 0.0% | 0.0% |
| AUM / Employee | $57M | 49.6% | 37.0% | 30.6% |
Client AUM Segments | |||||
| Wealth AUM | $229M | 49.6% | 37.0% | 30.6% | |
Client Count Segments | |||||
| Individuals | 17 | 61.4% | 42.6% | 33.4% | |