| As of Date | 10/19/2026 |
| Registration | SEC, 120-Day Approval, 09/03/2026 |
| ADV Location | STAMFORD, CT, United States |
| Contact Info | 203 xxxxxxx |
| AUM* | 1,022,124,126 |
| of that, discretionary | 1,022,124,126 |
| Number of Employees | 7 |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 0 |
| Avg Account Size | 340,708,042 |
| SMA’s | No |
| Private Funds | 0 |
- Pooled investment vehicles
- Portfolio management for pooled investment vehicles
No private funds