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Adviser Profile

As of Date 03/26/2025
Adviser Type - Large advisory firm
Number of Employees 6
of those in investment advisory functions 4
Registration Massachusetts, Terminated, 06/07/2021
Other registrations (2)
AUM* 149,964,495 -10.80%
of that, discretionary 149,890,956 -8.28%
Private Fund GAV* 104,200,342 -5.03%
Avg Account Size 14,996,450 -1.88%
SMA’s Yes
Private Funds 2
Contact Info 617 xxxxxxx
Websites

Client Types

- Pooled investment vehicles
- Charitable organizations
- Other investment advisers
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

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

Reported AUM

Discretionary
Non-discretionary
228M 195M 163M 130M 98M 65M 33M
2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count2 GAV$104,200,342

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Brochure Summary