1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2LIME ROCK

Map pinWESTPORT, CT
Phone203-293-2750
NotebookSEC #801-73847
Total AUM
$5.5B
Employees
198
Clients
23

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
274 RIVERSIDE AVENUE
3RD FLOOR
WESTPORT
CT 06880
United States
Operating Hours
9 AM - 5 PM
Monday - Friday
Phone
203-293-2750
Other Offices
2

ReceiptFinancials

Total AUM
$5.5B
Accounts
23
Discretionary
$5.5B
Accounts
23
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Pooled Vehicle Clients
23
AUM
$5.5B

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
CT

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account