Adviser Profile

As of Date 08/18/2024
Registration status Terminated
ADV Location DARIEN, CT, United States
Contact Info 888 xxxxxxx
Websites
AUM* 23,241,286 565%
of that, discretionary 23,241,286 565%
Number of Employees 7 75%
of those in investment advisory functions 3 50%
Private Fund GAV* 0
Avg Account Size 5,810,322 565%
% High Net Worth 75.00%
SMA’s No
Private Funds 0

Adviser Type

- An investment adviser (or subadviser) to an investment company

Client Types

- High net worth individuals
- Investment companies

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

23M 20M 17M 13M 10M 7M 3M
2023 2024
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary