| As of Date | 03/19/2026 |
| Registration | SEC, Approved, 06/24/2025 |
|
|
|
| ADV Location | SHELTON, CT, United States |
| Contact Info | 203 xxxxxxx |
| Websites |
| AUM* | 297,932,861 |
| of that, discretionary | 297,932,861 100% |
| Number of Employees | 13 1200% |
| of those in investment advisory functions | 11 1000% |
| Private Fund GAV* | 0 |
| Avg Account Size | 447,347 |
| % High Net Worth | 17.16% |
| SMA’s | No |
| Private Funds | 1 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Financial planning services
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
| Count | GAV | |
|---|---|---|
| {{ TypeColumnLabel }} {{ item.FundType }} | Count{{ formatCount(item.FundsCount) }} | GAV{{ formatGAV(item.AUM) }} |