Adviser Profile
| As of Date | 03/27/2026 |
| Registration | SEC, Approved, 08/27/2004 |
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| Former registrations | |
| ADV Location | STAMFORD, CT, United States |
| Contact Info | 203 xxxxxxx |
| Websites |
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Exempt Reporting Adviser
2B(2)- PF<150mn
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| Private Fund GAV* | 0 |
| SMA’s | No |
| Private Funds | 0 |
Private Funds
No private funds
Employees
Top Holdings
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker29249E109 | Stock NameACTAVIS PLC COMMON STOCK | $ Position$564 | % Position3.00% | $ Change-5.00% | # Change0.00% |
| Stck Ticker031652100 | Stock NameAMKOR TECHNOLOGY INC COM STK | $ Position$636 | % Position3.00% | $ Change-35.00% | # Change-40.00% |
| Stck TickerG01767105 | Stock NameALKERMES INC COM STK | $ Position$512 | % Position3.00% | $ Change-5.00% | # Change-12.00% |
| Stck Ticker12662P108 | Stock NameCVR ENERGY INC COM STK | $ Position$696 | % Position3.00% | $ Change | # Change |
| Stck Ticker254543101 | Stock NameDIODES INC COM STK | $ Position$528 | % Position3.00% | $ Change16.00% | # Change-5.00% |
| Stck Ticker45784A104 | Stock NameINNOVAGE HOLD CORP | $ Position$510 | % Position3.00% | $ Change-10.00% | # Change-19.00% |
| Stck Ticker88337F105 | Stock NameOFFICE DEPOT INC COM STK | $ Position$592 | % Position3.00% | $ Change-34.00% | # Change-33.00% |
| Stck Ticker703343103 | Stock NamePATRICK INDS INC COM STK | $ Position$570 | % Position3.00% | $ Change | # Change |
| Stck Ticker703395103 | Stock NamePATTERSON CO | $ Position$626 | % Position3.00% | $ Change-23.00% | # Change-20.00% |
| Stck Ticker69318J100 | Stock NamePC CONNECTION INC COM STK | $ Position$658 | % Position3.00% | $ Change2.00% | # Change7.00% |