| As of Date | 03/31/2026 |
| Registration | SEC, Approved, 09/23/2024 |
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| ADV Location | STAMFORD, CT, United States |
| Contact Info | 516 xxxxxxx |
| Websites |
| AUM* | 270,500,006 147% |
| of that, discretionary | 270,500,006 147% |
| Number of Employees | 4 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 67,625,002 24% |
| SMA’s | No |
| Private Funds | 0 |
- Pension and profit sharing plans
- State or municipal government entities
- Other investment advisers
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- A percentage of assets under your management
- Performance-based fees
No private funds