| As of Date | 03/20/2025 |
| ADV Location | STAMFORD, CT, United States |
| Adviser Type - Large advisory firm | |
| Number of Employees | 21 17% |
| of those in investment advisory functions | 19 27% |
| Registration | SEC, Approved, 07/08/2019 |
| AUM* | 591,595,212 42% |
| of that, discretionary | 591,595,212 42% |
| Private Fund GAV* | 0 -100% |
| Avg Account Size | 295,797,606 42% |
| SMA’s | No |
| Private Funds | 0 1 |
| Contact Info | 203 xxxxxxx |
- Pooled investment vehicles
- Performance-based fees