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Adviser Profile

As of Date 03/31/2025
Adviser Type - Large advisory firm
Number of Employees 37 85.00%
of those in investment advisory functions 24 84.62%
Registration SEC, Approved, 03/01/2021
AUM* 3,001,571,260 242.42%
of that, discretionary 3,001,571,260 242.42%
Private Fund GAV* 1,737,390,963 5.51%
Avg Account Size 375,196,408 71.21%
SMA’s No
Private Funds 5 3
Contact Info 617 xxxxxxx
Websites

Client Types

- Pooled investment vehicles
- Other

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

Discretionary
Non-discretionary
877M 751M 626M 501M 376M 250M 125M
2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count5 GAV$1,737,390,963

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Brochure Summary