Adviser Profile
| As of Date | 03/25/2020 |
| Registration status | Terminated |
| ADV Location | WILTON, CT, United States |
| AUM* | 135,495,373 |
| of that, discretionary | 132,192,609 |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 33,873,843 |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Pooled investment vehicles
Advisory Activities
- Portfolio management for pooled investment vehicles
Compensation Arrangments
- A percentage of assets under your management
- Performance-based fees
Reported AUM
238M
204M
170M
136M
102M
68M
34M
2016
2017
2018
2019
2020