| As of Date | 03/31/2026 |
| Registration | SEC, Approved, 08/14/2024 |
| ADV Location | GREENWICH, CT, United States |
| Contact Info | 203 xxxxxxx |
| Websites |
| AUM* | 1,188,525,511 103808% |
| of that, discretionary | 1,188,525,511 103808% |
| Number of Employees | 80 27% |
| of those in investment advisory functions | 64 16% |
| Private Fund GAV* | 53,065,033 5306503200% |
| Avg Account Size | 396,175,170 69172% |
| SMA’s | No |
| Private Funds | 1 |
- Business development companies
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
- Performance-based fees
| Count | GAV | |
|---|---|---|
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