Adviser Profile

As of Date 03/23/2026
Registration SEC, Approved, 01/06/2026
ADV Location GREENWICH, CT, United States
Contact Info 203 xxxxxxx
Websites
AUM* 0
of that, discretionary 0
Number of Employees 8
of those in investment advisory functions 6
Private Fund GAV* 0
SMA’s No
Private Funds 0

Adviser Type

- Related adviser

Client Types

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

1 1 1 1
2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees