| As of Date | 07/16/2026 |
| Registration | SEC, Approved, 07/11/2025 |
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| ADV Location | WESTPORT, CT, United States |
| Contact Info | 203 xxxxxxx |
| AUM* | 1,000,000,000 |
| of that, discretionary | 1,000,000,000 |
| Number of Employees | 9 |
| of those in investment advisory functions | 8 -11% |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,000,000,000 |
| SMA’s | No |
| Private Funds | 0 |
- Pooled investment vehicles
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
- Performance-based fees
No private funds