Adviser Profile

As of Date 08/26/2026
Registration SEC, Approved, 05/07/2021
ADV Location DARIEN, CT, United States
Contact Info (72 xxxxxxx
Websites
AUM* 297,797,612 21%
of that, discretionary 297,797,612 111%
Number of Employees 7 133%
of those in investment advisory functions 3
Private Fund GAV* 22,672,520 10%
Avg Account Size 5,414,502 -5%
% High Net Worth 80.00% -11%
SMA’s No
Private Funds 1

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

298M 255M 213M 170M 128M 85M 43M
2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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Brochure Summary