| As of Date | 03/25/2026 |
| Registration | SEC, Approved, 04/09/2021 |
| ADV Location | BOSTON, MA, United States |
| Contact Info | 844 xxxxxxx |
| Websites |
| AUM* | 245,614,130 49% |
| of that, discretionary | 245,614,130 49% |
| Number of Employees | 6 20% |
| of those in investment advisory functions | 4 33% |
| Private Fund GAV* | 0 |
| Avg Account Size | 245,614,130 49% |
| SMA’s | No |
| Private Funds | 0 |
- Investment companies
- Portfolio management for investment companies
- A percentage of assets under your management
No private funds