| As of Date | 03/26/2026 |
| Registration | SEC, Approved, 05/02/2025 |
| ADV Location | GREENWICH, CT, United States |
| Contact Info | 203 xxxxxxx |
| Websites |
| AUM* | 157,898,148 2% |
| of that, discretionary | 157,898,148 2% |
| Number of Employees | 4 -33% |
| of those in investment advisory functions | 4 -33% |
| Private Fund GAV* | 96,624,987 -39% |
| Avg Account Size | 6,865,137 19% |
| SMA’s | No |
| Private Funds | 25 |
- Pooled investment vehicles
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- A percentage of assets under your management
- Performance-based fees
| Count | GAV | |
|---|---|---|
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