| As of Date | 03/25/2026 |
| Registration status | Terminated |
| ADV Location | GUILFORD, CT, United States |
| Contact Info | 203 xxxxxxx |
| Websites |
| AUM* | 306,547,971 16% |
| of that, discretionary | 306,547,971 16% |
| Number of Employees | 14 |
| of those in investment advisory functions | 9 |
| Private Fund GAV* | 0 |
| Avg Account Size | 153,273,986 16% |
| SMA’s | No |
| Private Funds | 0 |
- Investment companies
- Portfolio management for investment companies
- A percentage of assets under your management
No private funds