| Registration status | Terminated |
| As of Date | 08/23/2022 |
| ADV Location | SIMSBURY, CT, United States |
| Adviser Type - Large advisory firm | |
| Number of Employees | 65 |
| of those in investment advisory functions | 54 |
| AUM* | 18,944,524,489 |
| of that, discretionary | 17,918,430,717 |
| Private Fund GAV* | 0 |
| Avg Account Size | 462,061,573 |
| SMA’s | No |
| Private Funds | 0 43 |
| Contact Info | 860 xxxxxxx |
| Websites |
- Pooled investment vehicles
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
- Performance-based fees