| Registration status | Terminated |
| As of Date | 11/23/2025 |
| ADV Location | PLYMOUTH, MA, United States |
| Adviser Type - Large advisory firm | |
| Number of Employees | 21 5% |
| of those in investment advisory functions | 5 |
| AUM* | 528,348,145 6% |
| of that, discretionary | 528,348,145 6% |
| Private Fund GAV* | 0 -100% |
| Avg Account Size | 29,352,675 -6% |
| SMA’s | No |
| Private Funds | 0 16 |
| Contact Info | 781 xxxxxxx |
| Websites |
- Pooled investment vehicles
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
- Performance-based fees