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Adviser Profile

As of Date 03/31/2025
Adviser Type - Large advisory firm
Number of Employees 32 39.13%
of those in investment advisory functions 26 36.84%
Registration SEC, Approved, 10/04/2016
AUM* 4,788,098,520 65.66%
of that, discretionary 3,759,660,007 92.09%
Private Fund GAV* 3,769,833,417 29.03%
Avg Account Size 532,010,947 10.44%
SMA’s Yes
Private Funds 7 3
Contact Info 617 xxxxxxx
Websites

Client Types

- Pooled investment vehicles
- Other

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

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

Reported AUM

Discretionary
Non-discretionary
2B 2B 1B 1B 839M 559M 280M
2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeReal Estate Fund Count7 GAV$3,769,833,417

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Brochure Summary