Adviser Profile

As of Date 05/14/2026
Registration SEC, 120-Day Approval, 01/16/2026
ADV Location OLD GREENWICH, CT, United States
Contact Info (51 xxxxxxx
Websites
AUM* 127,828,869
of that, discretionary 127,828,869
Number of Employees 3
of those in investment advisory functions 2
Private Fund GAV* 127,828,869
Avg Account Size 63,914,435
SMA’s No
Private Funds 2

Adviser Type

- Large advisory firm

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

1 1 1 1
2025
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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