Adviser Profile
| As of Date | 02/27/2020 |
| Registration status | Terminated |
| ADV Location | WEATOGUE, CT, United States |
| AUM* | 201,243,338 |
| of that, discretionary | 201,243,338 |
| Number of Employees | 3 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 100,621,669 |
| 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
- Performance-based fees
Reported AUM
201M
172M
144M
115M
86M
57M
29M
2019
2020
Private Funds
No private funds
Employees
Top Holdings
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker000000000 | Stock NameNo remaining holdings | $ Position$ | % Position | $ Change | # Change |