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Adviser Profile

As of Date 03/28/2025
Adviser Type - Large advisory firm
Number of Employees 37 76.19%
of those in investment advisory functions 18 80.00%
Registration SEC, Approved, 03/29/2018
AUM* 3,627,412,968 30.34%
of that, discretionary 3,215,637,313 47.71%
Private Fund GAV* 2,661,634,441 36.17%
Avg Account Size 117,013,322 17.73%
SMA’s Yes
Private Funds 43 37
Contact Info 617 xxxxxxx
Websites

Client Types

- Pooled investment vehicles
- Other

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

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

Reported AUM

Discretionary
Non-discretionary
2B 2B 2B 1B 933M 622M 311M
2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count1 GAV$20,650,000
Fund TypePrivate Equity Fund Count2 GAV$
Fund TypeOther Private Fund Count40 GAV$2,640,984,441

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Brochure Summary