| As of Date | 06/26/2026 |
| Registration | SEC, Approved, 03/06/2024 |
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| ADV Location | GREENWICH, CT, United States |
| Contact Info | 475 xxxxxxx |
| Websites |
| AUM* | 512,981,706 151% |
| of that, discretionary | 512,981,706 151% |
| Number of Employees | 9 |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 146,261,721 10% |
| Avg Account Size | 170,993,902 151% |
| SMA’s | No |
| Private Funds | 3 1 |
- Pooled investment vehicles
- Other investment advisers
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- A percentage of assets under your management
- Performance-based fees
| Count | GAV | |
|---|---|---|
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