Adviser Profile

As of Date 01/12/2026
Registration SEC, Approved, 10/03/2012
ADV Location WESTPORT, CT, United States
Contact Info 212 xxxxxxx
Websites
AUM* 1,652,212,784 -30%
of that, discretionary 0
Number of Employees 4
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 27,536,880 -2%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Other

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

4B 3B 3B 2B 2B 1B 541M
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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