Adviser Profile

As of Date 07/31/2026
Registration SEC, Approved, 06/20/2023
Other registrations (1)
ADV Location GREENWICH, CT, United States
Contact Info 203 xxxxxxx
Websites
AUM* 112,670,347 16%
of that, discretionary 98,881,079 19%
Number of Employees 11
of those in investment advisory functions 6
Private Fund GAV* 77,070,873 22%
Avg Account Size 12,518,927 42%
% High Net Worth 28.57% -49%
SMA’s No
Private Funds 3 1

Adviser Type

- Large advisory firm

Client Types

- High net worth individuals
- Pooled investment vehicles
- Other investment advisers
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

Reported AUM

99M 85M 71M 57M 42M 28M 14M
2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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Brochure Summary