| As of Date | 03/30/2026 |
| ADV Location | DARIEN, CT, United States |
| Adviser Type - Large advisory firm | |
| Number of Employees | 6 |
| of those in investment advisory functions | 2 |
| Registration | SEC, Approved, 03/20/2003 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
No private funds
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name CBIZ | Filing Date10/29/2025 | Form ADV-E View Report |
| Accounting Firm Name MARCUM LLP | Filing Date10/25/2024 | Form ADV-E View Report |
| Accounting Firm Name MARCUM LLP | Filing Date08/29/2023 | Form ADV-E View Report |
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker532457108 | Stock NameLILLY ELI & CO COM | $ Position$459,428,924 | % Position47.00% | $ Change39.00% | # Change-1.00% |
| Stck Ticker037833100 | Stock NameAPPLE INC | $ Position$72,197,356 | % Position7.00% | $ Change-4.00% | # Change-10.00% |
| Stck Ticker02079k305 | Stock NameALPHABET INC CLASS CLASS A | $ Position$58,054,118 | % Position6.00% | $ Change | # Change |
| Stck Ticker67066g104 | Stock NameNVIDIA CORP | $ Position$33,155,388 | % Position3.00% | $ Change15.00% | # Change15.00% |
| Stck Ticker697435105 | Stock NamePALO ALTO NETWORKS INC | $ Position$25,411,864 | % Position3.00% | $ Change-18.00% | # Change-9.00% |
| Stck Ticker64110l106 | Stock NameNETFLIX INC | $ Position$16,612,397 | % Position2.00% | $ Change | # Change |
| Stck Ticker883556102 | Stock NameTHERMO FISHER SCIENTIFIC | $ Position$16,084,953 | % Position2.00% | $ Change15.00% | # Change-4.00% |
| Stck Ticker969457100 | Stock NameWILLIAMS COS INC | $ Position$15,084,484 | % Position2.00% | $ Change-5.00% | # Change0.00% |
| Stck Ticker30303m102 | Stock NameMETA PLATFORMS INC CLASS A | $ Position$23,194,242 | % Position2.00% | $ Change-2.00% | # Change9.00% |
| Stck Ticker127190304 | Stock NameCACI INTL INC CLASS CLASS A | $ Position$17,347,228 | % Position2.00% | $ Change-15.00% | # Change-21.00% |