Adviser Profile

As of Date 03/30/2026
Registration SEC, Approved, 10/06/1994
ADV Location GREENWICH, CT, United States
Contact Info 914 xxxxxxx
Websites
AUM* 250,932,400 -45%
of that, discretionary 250,932,400 -45%
Number of Employees 5 -50%
of those in investment advisory functions 1 -75%
Private Fund GAV* 0
Avg Account Size 83,644,133 175%
% High Net Worth < 0.01% -100%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Investment companies

Advisory Activities

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

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

2B 2B 2B 1B 910M 607M 303M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Top Holdings

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Stck Ticker374689107 Stock NameGIBRALTAR INDUSTRIES INC $ Position$3,304,000 % Position2.00% $ Change0.00% # Change-1.00%

Brochure Summary