| As of Date | 03/16/2026 |
| Registration | SEC, Approved, 01/13/2025 |
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| Former registrations | |
| ADV Location | NEW CANAAN, CT, United States |
| Contact Info | 203 xxxxxxx |
| Websites |
| AUM* | 104,168,000 4% |
| of that, discretionary | 104,168,000 4% |
| Private Fund GAV* | 92,211,000 11% |
| Avg Account Size | 6,127,529 -14% |
| % High Net Worth | 58.82% -18% |
| SMA’s | No |
| Private Funds | 1 |
Number of Employees 3
of those in investment advisory functions 1
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
- Performance-based fees
| SEC Fund Type | Count | GAV |
|---|---|---|
| Fund TypeHedge Fund | Count1 | GAV$92,211,000 |