New York, NY | Greenwich, CT | New York, NY | |
|---|---|---|---|
| Assets under management | $93M | $97.7M | $87.9M |
| Asset growth, last 2 years | +16% | – | +12% |
| Advisory staff | 5 | 1 | 1 |
| Individual clients | 126 | 20 | 78 |
| Assets per client | $738K | $4.9M | $1.1M |
| Clients per advisor | 25 | 20 | 78 |
| Main custodian | Pershing | – | – |
| Filing with the SEC since | 2012 or earlier | 2026 | 2012 or earlier |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 5 | 2 | – |
From each firm's latest Form ADV (Mar 2026, Feb 2026). Firms report assets once a year, so growth is their latest annual filing against the one two years before, including market gains and any acquisitions.