| As of Date | 02/25/2026 |
| Registration | SEC, Approved, 08/20/2015 |
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| ADV Location | GREENWICH, CT, United States |
| Contact Info | 203 xxxxxxx |
| Websites |
| AUM* | 508,137,558 -49% |
| of that, discretionary | 508,137,558 -49% |
| Number of Employees | 4 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 254,068,779 -49% |
| SMA’s | No |
| Private Funds | 0 |
- Investment companies
- Portfolio management for investment companies
- A percentage of assets under your management