| As of Date | 03/27/2025 |
| ADV Location | GREENWICH, CT, United States |
| Adviser Type - Large advisory firm | |
| Number of Employees | 24 20% |
| of those in investment advisory functions | 7 |
| Registration | SEC, Approved, 07/22/2010 |
| AUM* | 2,547,832,470 101% |
| of that, discretionary | 2,547,832,470 101% |
| Private Fund GAV* | 0 |
| Avg Account Size | 2,547,832,470 101% |
| SMA’s | No |
| Private Funds | 0 |
| Contact Info | 203 xxxxxxx |
| Websites |
- Investment companies
- Portfolio management for investment companies
- A percentage of assets under your management
- Performance-based fees
No private funds