| As of Date | 09/17/2026 |
| Registration | SEC, Approved, 05/13/2025 |
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| ADV Location | STAMFORD, CT, United States |
| Contact Info | 855 xxxxxxx |
| AUM* | 1,047,740,128 |
| of that, discretionary | 0 |
| Number of Employees | 36 3% |
| of those in investment advisory functions | 22 -4% |
| Private Fund GAV* | 0 |
| Avg Account Size | 523,870,064 |
| SMA’s | No |
| Private Funds | 0 |
- Insurance companies
- Portfolio management for businesses
- A percentage of assets under your management
No private funds