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Adviser Profile

As of Date 03/27/2026
Registration SEC, Approved, 03/15/2024
Other registrations (1)
ADV Location STAMFORD, CT, United States
Contact Info +1 xxxxxxx
Websites
AUM* 1,238,657,494 -35%
of that, discretionary 0
Number of Employees 21 -28%
of those in investment advisory functions 9 -40%
Private Fund GAV* 0
Avg Account Size 1,238,657,494 -35%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- Fixed fees (other than subscription fees)

Reported AUM

2B 2B 1B 1B 815M 543M 272M
2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees