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Adviser Profile

As of Date 05/01/2024
Adviser Type - Large advisory firm
Number of Employees 11 -8.33%
of those in investment advisory functions 11
Registration Connecticut, Terminated, 06/06/2014
Other registrations (1)
AUM* 2,391,283,000 18.32%
of that, discretionary 2,391,283,000 18.32%
Private Fund GAV* 2,026,380,000
Avg Account Size 239,128,300 6.48%
SMA’s Yes
Private Funds 8 2
Contact Info 203 xxxxxxx
Websites

Client Types

- Pooled investment vehicles
- Corporations or other businesses not listed above

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

2B 2B 1B 1B 866M 577M 289M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count8 GAV$2,026,380,000

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Brochure Summary