| As of Date | 03/30/2026 |
| Registration | SEC, Approved, 03/30/2022 |
| ADV Location | DARIEN, CT, United States |
| Contact Info | 203 xxxxxxx |
| Websites |
| AUM* | 12,988,420 507% |
| of that, discretionary | 12,988,420 507% |
| Number of Employees | 4 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,443,158 170% |
| % High Net Worth | 25.00% -38% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
No private funds