| Total AUM | $986.6M |
| Discretionary | $986.6M100% of AUM |
| Client Accounts | 5 |
| Avg Account Size | $197.3M |
| Employees | 9 |
| Peak AUM | $17.15BJul 2008 |
| AUM CAGR | -3.3% /yrover 25 yrs · 83 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $987M | +13.4% | 3.2% | 15.1% | |
| Discretionary AUM | $987M | ||||
| Total AUM | $986.6M |
| Discretionary | $986.6M |
| Employees | 9 |
| Client Accounts | 5 |
| Client Range | 0 |
Address
ONE FINANCIAL PLAZA
HARTFORD CT 06103-2608
Phone
860-299-2000
Filing History
83 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$987M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Total AUM
$987M
| +13.4% |
| 3.2% |
| 15.1% |
| Total Accounts | 5 | +25.0% | 17.8% | 11.1% |
| Avg Account Size | $197M | 9.3% | +17.7% | 4.5% |
| Employees | 9 | 0.0% | 0.0% | 0.0% |
| AUM / Employee | $110M | +13.4% | 3.2% | 15.1% |
Client AUM Segments | |||||
| Institutional AUM | $898M | +12.1% | 3.9% | 15.9% | |
| Fund / Pooled AUM | $89M | +28.5% | +4.2% | 1.0% | |
Client Count Segments | |||||
| Pooled / Fund | 1 | 0.0% | 0.0% | 0.0% | |