| As of Date | 03/20/2025 |
| Registration | SEC, Approved, 07/08/2019 |
| ADV Location | STAMFORD, CT, United States |
| Contact Info | 203 xxxxxxx |
| AUM* | 591,595,212 -10% |
| 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 |
Number of Employees 21 17%
of those in investment advisory functions 19 27%
- Pooled investment vehicles
- Performance-based fees