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Adviser Profile

As of Date 04/27/2024
Adviser Type - Large advisory firm
Number of Employees 8 33.33%
of those in investment advisory functions 7 16.67%
Registration SEC, Approved, 03/15/2021
AUM* 312,720,402 23.57%
of that, discretionary 312,720,402 23.57%
Private Fund GAV* 312,720,403 26.11%
Avg Account Size 78,180,101 23.57%
SMA’s No
Private Funds 4 2
Contact Info 617 xxxxxxx
Websites

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

Discretionary
Non-discretionary
253M 217M 181M 145M 108M 72M 36M
2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count4 GAV$312,720,403

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Brochure Summary