Adviser Profile

As of Date 07/02/2026
Registration SEC, Approved, 04/12/2016
ADV Location NEWTON, MA, United States
Contact Info 617 xxxxxxx
Websites
AUM* 763,324,546 2%
of that, discretionary 763,324,546 2%
Number of Employees 22 -31%
of those in investment advisory functions 18 -25%
Private Fund GAV* 0
Avg Account Size 381,662,273 2%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- Performance-based fees

Reported AUM

775M 665M 554M 443M 332M 222M 111M
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
Discretionary
Non-discretionary

Private Funds

Employees

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Brochure Summary