Adviser Profile

As of Date 03/26/2026
Registration SEC, Approved, 06/13/2024
Other registrations (1)
ADV Location GREENWICH, CT, United States
Contact Info 203 xxxxxxx
Websites
AUM* 479,205,974 -4%
of that, discretionary 479,205,974 -4%
Number of Employees 4 33%
of those in investment advisory functions 3 50%
Private Fund GAV* 479,205,974 -3%
Avg Account Size 479,205,974 -4%
SMA’s No
Private Funds 1

Adviser Type

- Large advisory firm

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- Performance-based fees

Reported AUM

500M 429M 357M 286M 214M 143M 71M
2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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Brochure Summary