| As of Date | 02/20/2026 |
| Registration | SEC, Approved, 10/21/2013 |
| ADV Location | WESTPORT, CT, United States |
| Contact Info | 203 xxxxxxx |
| Websites |
| AUM* | 103,954,428 25% |
| of that, discretionary | 103,954,428 25% |
| Number of Employees | 2 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 103,954,428 25% |
| SMA’s | No |
| Private Funds | 0 |
- Investment companies
- Portfolio management for investment companies
- A percentage of assets under your management
No private funds