Adviser Profile

As of Date 11/23/2025
Registration status Terminated
ADV Location PLYMOUTH, MA, United States
Contact Info 781 xxxxxxx
Websites
AUM* 528,348,145 6%
of that, discretionary 528,348,145 6%
Number of Employees 21 5%
of those in investment advisory functions 5
Private Fund GAV* 0 -100%
Avg Account Size 29,352,675 -6%
SMA’s No
Private Funds 0 16

Adviser Type

- Large advisory firm

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

528M 453M 377M 302M 226M 151M 75M
2020 2021 2022 2023 2024 2025
Discretionary
Non-discretionary

Private Funds

Employees

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Brochure Summary