Adviser Profile

As of Date 02/06/2026
Registration SEC, Approved, 05/23/2025
Other registrations (1)
ADV Location STAMFORD, CT, United States
Contact Info 212 xxxxxxx
Websites
AUM* 443,374,021
of that, discretionary 443,374,021 100%
Number of Employees 10 43%
of those in investment advisory functions 8 100%
Private Fund GAV* 0
Avg Account Size 73,895,670
SMA’s No
Private Funds 0

Adviser Type

- An investment adviser (or subadviser) to an investment company

Client Types

- Investment companies

Advisory Activities

- Portfolio management for investment companies

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

443M 380M 317M 253M 190M 127M 63M
2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees