| As of Date | 09/25/2026 |
| Registration | SEC, Approved, 01/10/1992 |
| ADV Location | SHELTON, CT, United States |
| Contact Info | 1-8 xxxxxxx |
| Websites |
| AUM* | 91,470,712,627 -2% |
| of that, discretionary | 91,470,712,627 -2% |
| Number of Employees | 42 -19% |
| of those in investment advisory functions | 9 -25% |
| Private Fund GAV* | 0 |
| Avg Account Size | 4,814,248,033 39% |
| SMA’s | No |
| Private Funds | 0 |
- Investment companies
- Portfolio management for investment companies
- Selection of other advisers
- A percentage of assets under your management
No private funds