| As of Date | 03/17/2026 |
| Registration | SEC, Approved, 11/14/2024 |
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| Former registrations | |
| ADV Location | PROVIDENCE, RI, United States |
| Contact Info | 401 xxxxxxx |
| Websites |
| AUM* | 2,909,330,786 92% |
| of that, discretionary | 2,909,330,786 92% |
| Number of Employees | 12 9% |
| of those in investment advisory functions | 6 -14% |
| Private Fund GAV* | 2,864,175,949 70% |
| Avg Account Size | 727,332,697 92% |
| SMA’s | No |
| Private Funds | 3 |
- 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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