| As of Date | 07/07/2026 |
| Registration | SEC, Approved, 09/25/2025 |
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| ADV Location | FAIRFIELD, CT, United States |
| Contact Info | 203 xxxxxxx |
| AUM* | 441,039,442 |
| of that, discretionary | 441,039,442 |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 360,101,233 |
| Avg Account Size | 88,207,888 |
| SMA’s | No |
| Private Funds | 4 |
- Pooled investment vehicles
- Other investment advisers
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
| Count | GAV | |
|---|---|---|
| {{ TypeColumnLabel }} {{ item.FundType }} | Count{{ formatCount(item.FundsCount) }} | GAV{{ formatGAV(item.AUM) }} |