Adviser Profile
| As of Date | 11/20/2019 |
| Registration status | Terminated |
| ADV Location | GREENWICH, CT, United States |
| AUM* | 50,000,000 |
| of that, discretionary | 50,000,000 |
| Number of Employees | 5 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 50,000,000 |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Mid-sized 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
50M
43M
36M
29M
21M
14M
7M
2019
Private Funds
No private funds