| As of Date | 03/31/2023 |
| Registration | SEC, Approved, 02/16/2018 |
| ADV Location | DARIEN, CT, United States |
| Contact Info | 203 xxxxxxx |
| Websites |
| AUM* | 453,000,000 -13% |
| of that, discretionary | 453,000,000 1013% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 90,600,000 125% |
| % High Net Worth | 100.00% |
| SMA’s | Yes |
| Private Funds | 0 |
- High net worth individuals
- Portfolio management for individuals and/or small businesses
No private funds