Adviser Profile
| As of Date | 09/15/2026 |
| Registration | SEC, Approved, 12/17/2025 |
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| Former registrations | |
| ADV Location | GREENWICH, CT, United States |
| Contact Info | 203 xxxxxxx |
| Websites |
| AUM* | 148,379,005 |
| of that, discretionary | 148,379,005 |
| Number of Employees | 4 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 123,379,004 |
| Avg Account Size | 24,729,834 |
| SMA’s | No |
| Private Funds | 5 |
Adviser Type
- Large advisory firm
Client Types
- Pooled investment vehicles
- Corporations or other businesses not listed above
Advisory Activities
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
Compensation Arrangments
- A percentage of assets under your management
- Performance-based fees
Reported AUM
148M
127M
106M
85M
64M
42M
21M
2025
2026
Private Funds
Employees
Private Funds Structure
| Count | GAV | |
|---|---|---|
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