| As of Date | 02/19/2026 |
| Registration | SEC, Approved, 08/30/1990 |
| ADV Location | WESTPORT, CT, United States |
| Contact Info | 203 xxxxxxx |
| Websites |
| AUM* | 471,664,259 35% |
| of that, discretionary | 469,944,195 35% |
| Number of Employees | 4 33% |
| of those in investment advisory functions | 3 50% |
| Private Fund GAV* | 0 |
| Avg Account Size | 2,876,002 37% |
| % High Net Worth | 90.65% -4% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Publication of periodicals or newsletters
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
No private funds