| As of Date | 08/21/2026 |
| Registration | SEC, Approved, 06/01/2026 |
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| ADV Location | GREENWICH, CT, United States |
| Contact Info | 203 xxxxxxx |
| Websites |
| AUM* | 306,876,934 |
| of that, discretionary | 306,876,934 |
| Number of Employees | 5 |
| of those in investment advisory functions | 5 |
| Private Fund GAV* | 0 |
| Avg Account Size | 3,038,385 |
| % High Net Worth | 91.09% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
- Performance-based fees
No private funds