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Adviser Profile

As of Date 03/31/2026
Registration SEC, Approved, 02/05/1997
ADV Location HARTFORD, CT, United States
Contact Info 860 xxxxxxx
Websites
AUM* 0
of that, discretionary
Number of Employees 10 -17%
of those in investment advisory functions 6 -14%
Private Fund GAV* 0
SMA’s No
Private Funds 0

Adviser Type

- Related adviser

Client Types

Advisory Activities

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

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

1 1 1 1
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary