| As of Date | 06/11/2023 |
| Registration status | Terminated |
| ADV Location | STAMFORD, CT, United States |
| Contact Info | 203 xxxxxxx |
| Websites |
| AUM* | 5,193,863,582 -6% |
| of that, discretionary | 5,193,863,582 -6% |
| Number of Employees | 20 -5% |
| of those in investment advisory functions | 13 -7% |
| Private Fund GAV* | 0 |
| Avg Account Size | 346,257,572 -6% |
| SMA’s | No |
| Private Funds | 0 15 |
- Pooled investment vehicles
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees