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Adviser Profile

As of Date 05/28/2024
Adviser Type - Large advisory firm
Number of Employees 25 4.17%
of those in investment advisory functions 19 18.75%
Registration SEC, Approved, 05/03/2018
AUM* 1,405,496,788 -25.89%
of that, discretionary 1,405,496,788 -25.89%
Private Fund GAV* 1,405,496,788 -25.89%
Avg Account Size 140,549,679 -25.89%
SMA’s No
Private Funds 10
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

Discretionary
Non-discretionary
2B 2B 1B 1B 813M 542M 271M
2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count10 GAV$1,405,496,788

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Brochure Summary