Adviser Profile
| As of Date | 07/17/2026 |
| Registration | SEC, Approved, 09/19/2025 |
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| Former registrations | |
| ADV Location | STAMFORD, CT, United States |
| Contact Info | 267 xxxxxxx |
| Websites |
| AUM* | 125,000,000 |
| of that, discretionary | 125,000,000 100% |
| Number of Employees | 3 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 125,000,000 |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Pooled investment vehicles
Advisory Activities
- Portfolio management for pooled investment vehicles
Compensation Arrangments
- Fixed fees (other than subscription fees)
- Performance-based fees
Reported AUM
125M
107M
89M
71M
54M
36M
18M
2025
2026
Private Funds
No private funds