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Adviser Profile

As of Date 07/29/2023
Registration status Terminated
ADV Location WINDSOR, CT, United States
Contact Info 860 xxxxxxx
AUM* 0
of that, discretionary
Number of Employees 55 2%
of those in investment advisory functions 3 -25%
Private Fund GAV* 0
SMA’s No
Private Funds 0

Adviser Type

- Related adviser

Client Types

Advisory Activities

- Pension consulting services

Compensation Arrangments

Reported AUM

335M 287M 239M 191M 143M 96M 48M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary