Adviser Profile

As of Date 10/20/2026
Registration SEC, 120-Day Approval, 06/26/2026
ADV Location DARIEN, CT, United States
Contact Info 203 xxxxxxx
Websites
AUM* 141,615,000
of that, discretionary 141,615,000
Number of Employees 8
of those in investment advisory functions 6
Private Fund GAV* 141,615,000
Avg Account Size 70,807,500
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
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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