| Total AUM | $1.00B |
| Discretionary | $1.00B100% of AUM |
| Client Accounts | 1 |
| Avg Account Size | $1.00B |
| Employees | 9 |
| Peak AUM | $1.00BAug 2025 |
Total AUM
$1.0B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.0B | — | — | — | — |
| Discretionary AUM | $1.0B | — | — | ||
| Total AUM | $1.00B |
| Discretionary | $1.00B |
| Employees | 9 |
| Client Accounts | 1 |
Address
55 POST ROAD W
WESTPORT CT 06880
Phone
203-920-0611
Filing History
2 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$1.0B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
No related registrations reported
— |
| Total Accounts | 1 | — | — | — | — |
| Avg Account Size | $1.0B | — | — | — | — |
| Employees | 9 | 0.0% | — | — | — |
| AUM / Employee | $111M | — | — | — | — |
Client AUM Segments | |||||
| Fund / Pooled AUM | $1.0B | — | — | — | — |
Client Count Segments | |||||
| Pooled / Fund | 1 | — | — | — | — |