| As of Date | 01/12/2026 |
| Registration | SEC, Approved, 10/03/2012 |
| ADV Location | WESTPORT, CT, United States |
| Contact Info | 212 xxxxxxx |
| Websites |
| AUM* | 1,652,212,784 -30% |
| of that, discretionary | 0 |
| Number of Employees | 4 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 27,536,880 -2% |
| SMA’s | Yes |
| Private Funds | 0 |
- Other
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds