| 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 |
- Pooled investment vehicles
- Portfolio management for pooled investment vehicles
- Performance-based fees