| As of Date | 03/31/2026 |
| Registration | SEC, Approved, 01/14/2026 |
| ADV Location | GREENWICH, CT, United States |
| Contact Info | (20 xxxxxxx |
| Websites |
| AUM* | 358,593,764 |
| of that, discretionary | 358,593,764 |
| Number of Employees | 357 |
| of those in investment advisory functions | 117 |
| Private Fund GAV* | 0 |
| Avg Account Size | 358,593,764 |
| SMA’s | No |
| Private Funds | 0 |
- Business development companies
- Portfolio management for investment companies
- A percentage of assets under your management
- Performance-based fees