Adviser Profile

As of Date 08/18/2026
Registration SEC, Approved, 05/09/2024
ADV Location GREENWICH, CT, United States
Contact Info 203 xxxxxxx
Websites
AUM* 1,221,222,397
of that, discretionary 1,221,222,397 100%
Number of Employees 19 375%
of those in investment advisory functions 5 400%
Private Fund GAV* 1,221,222,397 7909%
Avg Account Size 305,305,599
SMA’s No
Private Funds 8 5

Adviser Type

- Large advisory firm

Client Types

- Pooled investment vehicles

Advisory Activities

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

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

1B 1B 872M 698M 523M 349M 174M
2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
{{ TypeColumnLabel }} {{ item.FundType }} Count{{ formatCount(item.FundsCount) }} GAV{{ formatGAV(item.AUM) }}

Brochure Summary