Adviser Profile

As of Date 06/24/2026
Registration SEC, 120-Day Approval, 03/09/2026
ADV Location GREENWICH, CT, United States
Contact Info +1 xxxxxxx
Websites
AUM* 175,000,000
of that, discretionary 175,000,000
Number of Employees 4
of those in investment advisory functions 3
Private Fund GAV* 175,000,000
Avg Account Size 175,000,000
SMA’s No
Private Funds 1

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
2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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