80%AUM growth, 2024 to 2026
$246MAUM in the 2026 filing
96%client growth
5people at the firm
AUM by filing
$131M2023
$136M2024
$230M2025
$246M2026
Clients by filing
522023
472024
982025
922026
Key people
Russ KartubPresidentOwner · 12 years at the firmin
Joanne NishiyamaVice President2 years at the firmin
Against the list
- MeasureThis firmList median
- AUM growth80%104%
- Client growth96%43%
- People57
- AUM per person$49.1M$49.7M
Rank by measure
- Official rankNo. 9980%
- Client growthNo. 1796%
- AUM added per personNo. 62$21.9M
- AUM per personNo. 51$49.1M
AUM jump noted: this firm reported a large one-year rise with no deal we could find behind it.