| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| As of Date | 03/31/2025 |
| Adviser Type | |
| Number of Employees | 2 |
| of those in investment advisory functions | 1 |
| Registration | Connecticut, Approved, 05/10/2024 |
| AUM* | 600,000 |
| of that, discretionary | 600,000 |
| Private Fund GAV* | 0 |
| Avg Account Size | 300,000 |
| % High Net Worth | 100.00% |
| SMA’s | No |
| Private Funds | 0 |
| Contact Info | 203 xxxxxxx |
| Websites |
- High net worth individuals
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
- Performance-based fees
No private funds