| As of Date | 01/07/2025 |
| Registration status | Terminated |
| ADV Location | FAIRFIELD, CT, United States |
| Contact Info | 203 xxxxxxx |
| Websites |
| AUM* | 911,100,000 5% |
| of that, discretionary | 911,100,000 5% |
| Number of Employees | 8 |
| of those in investment advisory functions | 8 |
| Private Fund GAV* | 0 |
| Avg Account Size | 151,850,000 5% |
| % High Net Worth | 40.00% |
| SMA’s | Yes |
| Private Funds | 0 |
- High net worth individuals
- Pooled investment vehicles
- Charitable organizations
- State or municipal government entities
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- A percentage of assets under your management
- Performance-based fees
No private funds