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Adviser Profile

Registration status Terminated
As of Date 10/07/2023
Adviser Type - Large advisory firm
Number of Employees 12 9.09%
of those in investment advisory functions 6
AUM* 254,993,951 -47.62%
of that, discretionary 254,993,951 -47.62%
Private Fund GAV* 0
Avg Account Size 31,874,244 -47.62%
SMA’s No
Private Funds 0 5
Contact Info 617 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

510M 438M 365M 292M 219M 146M 73M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker000000000 Stock NameNONE TO REPORT $ Position$ % Position $ Change # Change

Brochure Summary