| As of Date | 03/27/2026 |
| Registration | SEC, Approved, 01/12/2023 |
| ADV Location | GREENWICH, CT, United States |
| Contact Info | 203 xxxxxxx |
| Websites |
| AUM* | 71,383,304 1196% |
| of that, discretionary | 71,383,304 1196% |
| Number of Employees | 23 -4% |
| of those in investment advisory functions | 7 |
| Private Fund GAV* | 0 |
| Avg Account Size | 71,383,304 1196% |
| SMA’s | No |
| Private Funds | 0 |
- Investment companies
- Portfolio management for investment companies
- A percentage of assets under your management
- Performance-based fees
No private funds