| As of Date | 07/14/2026 |
| Registration | SEC, Approved, 10/05/2023 |
| ADV Location | GREENWICH, CT, United States |
| Contact Info | 203 xxxxxxx |
| AUM* | 124,084,657 138% |
| of that, discretionary | 124,084,657 138% |
| Number of Employees | 90 64% |
| of those in investment advisory functions | 34 62% |
| Private Fund GAV* | 0 |
| Avg Account Size | 124,084,657 138% |
| SMA’s | No |
| Private Funds | 0 |
- Investment companies
- Portfolio management for investment companies
- A percentage of assets under your management
No private funds