| As of Date | 03/27/2026 |
| Registration | SEC, Approved, 08/26/2024 |
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| ADV Location | GREENWICH, CT, United States |
| Contact Info | (20 xxxxxxx |
| Websites |
| AUM* | 507,680,656 9% |
| of that, discretionary | 507,680,656 9% |
| Number of Employees | 8 14% |
| of those in investment advisory functions | 8 33% |
| Private Fund GAV* | 507,680,656 10% |
| Avg Account Size | 253,840,328 -46% |
| SMA’s | No |
| Private Funds | 2 2 |
- Pooled investment vehicles
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
- Performance-based fees
| Count | GAV | |
|---|---|---|
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