Adviser Profile
| As of Date | 02/03/2026 |
| Registration | SEC, Approved, 12/16/2020 |
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| Former registrations | |
| ADV Location | GREENWICH, CT, United States |
| Contact Info | 203 xxxxxxx |
| Websites |
| AUM* | 327,295,914 -31% |
| of that, discretionary | 327,295,914 -31% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 16,364,796 -31% |
| % High Net Worth | 15.00% 50% |
| SMA’s | Yes |
| Private Funds | 0 2 |
Adviser Type
- Large advisory firm
Client Types
- High net worth individuals
- Other
Advisory Activities
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
475M
407M
339M
271M
204M
136M
68M
2020
2021
2022
2023
2024
2025
2026
Private Funds
Employees
Top Holdings
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker46090E103 | Stock NameINVESCO QQQ TRUST SERIES 1 | $ Position$22,292 | % Position16.00% | $ Change15.00% | # Change-10.00% |
| Stck Ticker92189F676 | Stock NameVANECK SEMICONDUCTOR ETF | $ Position$13,846 | % Position10.00% | $ Change43.00% | # Change-16.00% |
| Stck Ticker85210A104 | Stock NameSPROTT PHYSICAL URANIUM TR | $ Position$14,520 | % Position10.00% | $ Change-8.00% | # Change1.00% |
| Stck Ticker81369Y704 | Stock NameSS INDUSTRIAL SELECT SECTOR | $ Position$8,478 | % Position6.00% | $ Change24.00% | # Change8.00% |
| Stck Ticker81369Y886 | Stock NameST SR UTL SL SE SPDR ETF-USD | $ Position$7,122 | % Position5.00% | $ Change10.00% | # Change12.00% |
| Stck Ticker65340P106 | Stock NameNEXGEN ENERGY LTD | $ Position$7,336 | % Position5.00% | $ Change-18.00% | # Change1.00% |
| Stck Ticker92189F692 | Stock NameVANECK PHARMACEUTICAL ETF | $ Position$7,363 | % Position5.00% | $ Change | # Change |
| Stck Ticker500767306 | Stock NameKRANESHARES CSI CHINA INTERN | $ Position$7,165 | % Position5.00% | $ Change2.00% | # Change19.00% |
| Stck Ticker81369Y100 | Stock NameSS MATERIALS SELECT SECTOR | $ Position$5,512 | % Position4.00% | $ Change10.00% | # Change8.00% |
| Stck Ticker81369Y605 | Stock NameSS FINANCIAL SELECT SECTOR | $ Position$4,381 | % Position3.00% | $ Change | # Change |