| Total AUM | $16.08B |
| Discretionary | $16.08B100% of AUM |
| Client Accounts | 10 |
| Avg Account Size | $1.61B |
| Employees | 39 |
| Peak AUM | $16.08BMar 2026 |
| AUM CAGR | +4.5% /yrover 25 yrs · 66 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $16.1B | +11.2% | +7.4% | +4.5% | |
| Discretionary AUM | |||||
| Total AUM | $16.08B |
| Discretionary | $16.08B |
| Employees | 39 |
| Client Accounts | 10 |
| Client Range | 0 |
Address
1100 NORTH MARKET STREET
WILMINGTON DE 19890-0001
Phone
(302) 651-8118
Filing History
66 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$16.1B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Total AUM
$16.1B
| $16.1B |
| +11.2% |
| +7.4% |
| +4.5% |
| Total Accounts | 10 | 0.0% | 0.0% | 3.6% |
| Avg Account Size | $1.6B | +11.2% | +7.4% | +8.4% |
| Employees | 39 | 0.0% | +0.9% | 10.3% |
| AUM / Employee | $412M | +11.2% | +6.4% | +16.4% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $16.1B | +11.2% | +7.4% | +4.5% | |
Client Count Segments | |||||
| Pooled / Fund | 10 | 0.0% | 0.0% | 3.6% | |