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Adviser Profile

As of Date 03/28/2025
Adviser Type - Large advisory firm
Number of Employees 4 -33.33%
of those in investment advisory functions 4
Registration SEC, Approved, 03/25/2019
AUM* 875,297,189 140.65%
of that, discretionary 875,297,189 140.65%
Private Fund GAV* 0
Avg Account Size 36,470,716 80.48%
% High Net Worth 8.33% -25.00%
SMA’s Yes
Private Funds 0
Contact Info 617 xxxxxxx
Websites

Client Types

- High net worth individuals
- Charitable organizations
- State or municipal government entities

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

364M 312M 260M 208M 156M 104M 52M
2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary