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Adviser Profile

As of Date 03/28/2025
Adviser Type - Related adviser
Number of Employees 12 9.09%
of those in investment advisory functions 7 16.67%
Registration SEC, Approved, 02/05/1997
AUM* 0
of that, discretionary
Private Fund GAV* 0
SMA’s No
Private Funds 0
Contact Info 860 xxxxxxx
Websites

Client Types

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

Discretionary
Non-discretionary
1 1 1 1
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds

No private funds

Employees

Brochure Summary