Adviser Profile
| As of Date | 03/23/2026 |
| Registration | Connecticut, Approved, 12/20/2017 |
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| ADV Location | DARIEN, CT, United States |
| Contact Info | 203 xxxxxxx |
| Websites |
| AUM* | 48,900,000 11% |
| of that, discretionary | 44,400,000 1% |
| Number of Employees | 3 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 73,500,000 4% |
| Avg Account Size | 16,300,000 48% |
| SMA’s | No |
| Private Funds | 3 1 |
Adviser Type
Client Types
- Pooled investment vehicles
- Corporations or other businesses not listed above
Advisory Activities
- Portfolio management for pooled investment vehicles
Compensation Arrangments
- Performance-based fees
Reported AUM
1
1
1
1
Private Funds
Employees
Private Funds Structure
| Count | GAV | |
|---|---|---|
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