| As of Date | 03/27/2026 |
| Registration | SEC, Approved, 07/22/2010 |
| ADV Location | GREENWICH, CT, United States |
| Contact Info | 203 xxxxxxx |
| Websites |
| AUM* | 2,312,519,870 48% |
| of that, discretionary | 2,312,519,870 48% |
| Private Fund GAV* | 0 |
| Avg Account Size | 2,312,519,870 48% |
| SMA’s | No |
| Private Funds | 0 |
Number of Employees 23 -4%
of those in investment advisory functions 7
- Investment companies
- Portfolio management for investment companies
- A percentage of assets under your management
- Performance-based fees
No private funds