Adviser Profile

As of Date 09/24/2025
Registration status Terminated
ADV Location GREENWICH, CT, United States
Contact Info 203 xxxxxxx
Websites
AUM* 155,408,048 -24%
of that, discretionary 155,408,048 -24%
Number of Employees 6
of those in investment advisory functions 6
Private Fund GAV* 0 -100%
Avg Account Size 5,755,854 -24%
SMA’s No
Private Funds 0 27

Adviser Type

- Large advisory firm

Client Types

- Pooled investment vehicles

Advisory Activities

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

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

362M 310M 258M 207M 155M 103M 52M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
Discretionary
Non-discretionary

Private Funds

Employees

Brochure Summary