Revenue | {{ Info.Revenue | formatUSD }} |
Headquarters | {{ Info.Headquarters }} |
As of Date | 12/13/2024 |
Adviser Type - Large advisory firm | |
Number of Employees | 3 |
of those in investment advisory functions | 1 |
Registration | Connecticut, Terminated, 01/24/2025 |
|
|
Former registrations |
AUM* | 100,197,000 |
of that, discretionary | 100,197,000 |
Private Fund GAV* | 89,067,000 100.00% |
Avg Account Size | 7,156,929 |
% High Net Worth | 71.43% |
SMA’s | No |
Private Funds | 1 |
Contact Info | 203 xxxxxxx |
Websites |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
- Performance-based fees
Fund Type | Count | GAV |
---|---|---|
Fund TypeHedge Fund | Count1 | GAV$89,067,000 |