Adviser Profile

As of Date 06/27/2024
Registration status Terminated
ADV Location STAMFORD, CT, United States
Contact Info 203 xxxxxxx
AUM* 255,986,000 15%
of that, discretionary 255,986,000 15%
Number of Employees 8 -11%
of those in investment advisory functions 4 -20%
Private Fund GAV* 0
Avg Account Size 36,569,429 15%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- Performance-based fees

Reported AUM

256M 219M 183M 146M 110M 73M 37M
2023 2024
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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