| As of Date | 03/26/2026 |
| ADV Location | GREENWICH, CT, United States |
| Adviser Type - Large advisory firm | |
| Number of Employees | 4 |
| of those in investment advisory functions | 3 |
| Registration | SEC, Approved, 12/17/2025 |
|
|
|
| Former registrations | |
| AUM* | 148,379,005 |
| of that, discretionary | 148,379,005 |
| Private Fund GAV* | 123,379,004 |
| Avg Account Size | 24,729,834 |
| SMA’s | No |
| Private Funds | 5 |
| Contact Info | 203 xxxxxxx |
| Websites |
- Pooled investment vehicles
- Corporations or other businesses not listed above
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- A percentage of assets under your management
- Performance-based fees
| Fund Type | Count | GAV |
|---|---|---|
| Fund TypeHedge Fund | Count3 | GAV$110,740,640 |
| Fund TypeVenture Capital Fund | Count2 | GAV$12,638,364 |