Adviser Profile
| As of Date | 06/09/2026 |
| Registration | SEC, Approved, 06/10/2026 |
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| Former registrations | |
| ADV Location | WESTPORT, CT, United States |
| Contact Info | (92 xxxxxxx |
| Websites |
| AUM* | 148,224,228 |
| of that, discretionary | 148,224,228 |
| Number of Employees | 7 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 617,601 |
| % High Net Worth | 72.63% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Banking or thrift institutions
- Charitable organizations
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
148M
127M
106M
85M
64M
42M
21M
2026
Private Funds
No private funds