| As of Date | 03/30/2026 |
| ADV Location | STAMFORD, CT, United States |
| Adviser Type - Large advisory firm | |
| Number of Employees | 19 6% |
| of those in investment advisory functions | 17 6% |
| Registration | SEC, Approved, 07/08/2019 |
| AUM* | 639,637,147 -3% |
| of that, discretionary | 639,637,147 -3% |
| Private Fund GAV* | 0 -100% |
| Avg Account Size | 319,818,574 -3% |
| SMA’s | No |
| Private Funds | 0 |
| Contact Info | 203 xxxxxxx |
- Pooled investment vehicles
- A percentage of assets under your management
- Performance-based fees