| As of Date | 03/31/2026 |
| Registration | SEC, Approved, 07/28/2025 |
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| Former registrations | |
| ADV Location | OLD GREENWICH, CT, United States |
| Contact Info | 203 xxxxxxx |
| Websites |
| AUM* | 133,933,044 -23% |
| of that, discretionary | 133,933,044 -23% |
| Number of Employees | 8 |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 133,933,044 97% |
| Avg Account Size | 44,644,348 2% |
| SMA’s | No |
| Private Funds | 3 |
- Pooled investment vehicles
- Portfolio management for pooled investment vehicles
- Performance-based fees
| Count | GAV | |
|---|---|---|
| {{ TypeColumnLabel }} {{ item.FundType }} | Count{{ formatCount(item.FundsCount) }} | GAV{{ formatGAV(item.AUM) }} |