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Greenwich, CT • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-04-28 |
| CT | RA | APPROVED | 2021-04-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Roundabout Asset Management Llc | New York | NY | 01/2016 | 12/2018 |
| Revelations Partners, Lp | Greenwich | CT | 01/2019 | Present |
| Revelations Asset Management Llc | Greenwich | CT | 03/2015 | Present |
I am the Managing Partner for my family's investment office.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-02-20 |
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