| As of Date | 08/17/2026 |
| Registration | SEC, Approved, 05/28/2025 |
|
|
|
| ADV Location | DARIEN, CT, United States |
| Contact Info | 908 xxxxxxx |
| Websites |
| AUM* | 1,083,704,515 |
| of that, discretionary | 1,083,704,515 100% |
| Number of Employees | 17 240% |
| of those in investment advisory functions | 16 220% |
| Private Fund GAV* | 1,083,704,515 414% |
| Avg Account Size | 180,617,419 |
| SMA’s | No |
| Private Funds | 6 4 |
- Pooled investment vehicles
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
- Performance-based fees
| Count | GAV | |
|---|---|---|
| {{ TypeColumnLabel }} {{ item.FundType }} | Count{{ formatCount(item.FundsCount) }} | GAV{{ formatGAV(item.AUM) }} |