Adviser Profile

As of Date 03/17/2026
Registration SEC, Approved, 04/28/2025
Other registrations (1)
ADV Location DARIEN, CT, United States
Contact Info 203 xxxxxxx
Websites
AUM* 549,644,120 266%
of that, discretionary 549,644,120 100%
Number of Employees 2
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 549,644,120
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- Fixed fees (other than subscription fees)
- Performance-based fees

Reported AUM

550M 471M 393M 314M 236M 157M 79M
2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees