| As of Date | 06/12/2026 |
| Registration | SEC, Approved, 01/06/2025 |
| ADV Location | STAMFORD, CT, United States |
| Contact Info | 203 xxxxxxx |
| Websites |
| AUM* | 310,710,728 21% |
| of that, discretionary | 154,477,771 70% |
| Number of Employees | 7 17% |
| of those in investment advisory functions | 7 17% |
| Private Fund GAV* | 154,477,771 40% |
| Avg Account Size | 31,071,073 -27% |
| SMA’s | No |
| Private Funds | 9 4 |
- Pooled investment vehicles
- Other
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Fixed fees (other than subscription fees)
| Count | GAV | |
|---|---|---|
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