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Building 2UPLIFT

Map pinDARIEN, CT
Phone908-256-4073
NotebookSEC #801-132856
Total AUM
$230.5M
Employees
8
Clients
2

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
23 OLD KINGS HIGHWAY SOUTH
SUITE 202
DARIEN
CT 06820
United States
Operating Hours
9AM-5PM EST
Monday - Friday
Phone
908-256-4073

ReceiptFinancials

Total AUM
$230.5M
Accounts
2
Discretionary
$230.5M
Accounts
2
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
2
AUM
$230.5M

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CT

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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