Adviser Profile

As of Date 10/26/2024
Registration status Terminated
ADV Location GREENWICH, CT, United States
Contact Info 860 xxxxxxx
Websites
AUM* 249,893,221 5%
of that, discretionary 249,893,221 5%
Number of Employees 4 33%
of those in investment advisory functions 4 33%
Private Fund GAV* 0
Avg Account Size 49,978,644 47%
% High Net Worth 80.00% 100%
SMA’s No
Private Funds 0 1

Adviser Type

- Large advisory firm

Client Types

- High net worth individuals
- Pooled investment vehicles

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

252M 216M 180M 144M 108M 72M 36M
2021 2022 2023 2024
Discretionary
Non-discretionary

Private Funds

Employees

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Brochure Summary