| As of Date | 04/02/2026 |
| Registration status | Terminated |
| ADV Location | WINDSOR, CT, United States |
| Contact Info | 860 xxxxxxx |
| AUM* | 5,088,278,173 |
| of that, discretionary | 590,949,242 |
| Number of Employees | 6 |
| of those in investment advisory functions | 6 |
| Private Fund GAV* | 0 |
| Avg Account Size | 30,652,278 |
| SMA’s | Yes |
| Private Funds | 0 |
- Pension and profit sharing plans
- Pension consulting services
- A percentage of assets under your management
No private funds
| Adviser | Hedge Fund | Liquidity Fund | Private Equity Fund | Real Estate Fund | Securitized Asset Fund | Venture Capital Fund | Other Fund | Total Private Fund GAV | AUM | #Funds | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Adviser CERITY PARTNERS RETIREMENT PLAN CONSULTANTS | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM40.3b | #Funds- | |
| Adviser JOCELYN INVESTMENT MANAGEMENT, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM1.0b | #Funds- | |
| Adviser FUND DIRECT ADVISORS INC. | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM593.0m | #Funds- | |
| Adviser CAPITAL INNOVATIONS, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM806.7m | #Funds- | |
| Adviser SMITH SHELLNUT WILSON | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM6.9b | #Funds- | |
| Adviser SAGEVIEW ADVISORY GROUP, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM37.5b | #Funds- | |
| Adviser SKYVIEW INVESTMENT ADVISORS, LLC | Hedge Fund139.2m | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund425.0k | Other Fund- | Total Private Fund GAV140.0m | AUM8.3b | #Funds9 | |
| Adviser GOVERNMENT PORTFOLIO ADVISORS LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM35.1b | #Funds- | |
| Adviser INSTITUTIONAL CAPITAL MANAGEMENT, INC. | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM605.0m | #Funds- | |
| Adviser EMERGENT FINANCIAL SERVICES, LLC. | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM195.2m | #Funds- |