Adviser Profile

As of Date 03/27/2026
Registration SEC, Approved, 03/27/2012
ADV Location STAMFORD, CT, United States
Contact Info 203 xxxxxxx
Websites
AUM* 2,041,579,460 -3%
of that, discretionary 2,041,579,460 -3%
Number of Employees 30 11%
of those in investment advisory functions 25 14%
Private Fund GAV* 2,041,579,460 -2%
Avg Account Size 226,842,162 18%
SMA’s No
Private Funds 10 1

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

2B 2B 2B 1B 903M 602M 301M
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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Brochure Summary