Adviser Profile

As of Date 03/27/2026
Registration SEC, Approved, 03/08/2012
ADV Location WESTPORT, CT, United States
Contact Info 203 xxxxxxx
Websites
AUM* 628,551,559 22%
of that, discretionary 628,551,559 22%
Number of Employees 6
of those in investment advisory functions 4
Private Fund GAV* 628,551,559 4%
Avg Account Size 89,793,080 22%
SMA’s No
Private Funds 7

Adviser Type

- Large advisory firm

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

727M 623M 520M 416M 312M 208M 104M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker25400W102 Stock NameDIGITAL TURBINE INC $ Position$13,460,647 % Position4.00% $ Change245.00% # Change-23.00%
Stck Ticker635906100 Stock NameNATIONAL HEALTHCARE CORP $ Position$12,560,702 % Position4.00% $ Change30.00% # Change-2.00%
Stck Ticker98956A105 Stock NameZETA GLOBAL HOLDINGS CORP $ Position$12,792,000 % Position4.00% $ Change46.00% # Change18.00%
Stck Ticker92552R406 Stock NamePURSUIT ATTRACTIONS AND HOSP $ Position$7,914,158 % Position3.00% $ Change43.00% # Change-7.00%
Stck Ticker55955D100 Stock NameMAGNITE INC $ Position$8,541,000 % Position3.00% $ Change132.00% # Change45.00%
Stck Ticker48238T109 Stock NameOPENLANE INC $ Position$10,310,000 % Position3.00% $ Change41.00% # Change0.00%
Stck Ticker404280406 Stock NameHSBC HLDGS PLC $ Position$10,217,230 % Position3.00% $ Change15.00% # Change0.00%
Stck TickerG4412G101 Stock NameHERBALIFE LTD $ Position$6,039,269 % Position2.00% $ Change-23.00% # Change-14.00%
Stck Ticker53190C102 Stock NameLIFE TIME GROUP HOLDINGS INC $ Position$4,835,456 % Position2.00% $ Change207.00% # Change103.00%
Stck Ticker671044105 Stock NameOSI SYSTEMS INC $ Position$7,282,710 % Position2.00% $ Change79.00% # Change118.00%

Brochure Summary