| As of Date | 04/09/2026 |
| Registration | SEC, Approved, 01/06/2021 |
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| ADV Location | BOSTON, MA, United States |
| Contact Info | 617 xxxxxxx |
| Websites |
| AUM* | 354,203,768 55% |
| of that, discretionary | 265,122,710 70% |
| Private Fund GAV* | 0 -100% |
| Avg Account Size | 3,472,586 66% |
| % High Net Worth | 31.11% 2% |
| SMA’s | Yes |
| Private Funds | 0 |
Number of Employees 5 67%
of those in investment advisory functions 5 150%
- Individuals (other than high net worth individuals)
- High net worth individuals
- Investment companies
- Pension and profit sharing plans
- Charitable organizations
- Other investment advisers
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
- A percentage of assets under your management