Adviser Profile

As of Date 07/18/2021
Registration status Terminated
ADV Location BEVERLY, MA, United States
Contact Info 978 xxxxxxx
AUM* 0
of that, discretionary 0
Number of Employees 6
of those in investment advisory functions 4
Private Fund GAV* 0
SMA’s No
Private Funds 0

Adviser Type

- Adviser relying on rule 203A-2(c) because you expect to be eligible for SEC registration within 120 days

Client Types

Advisory Activities

- Portfolio management for businesses

Compensation Arrangments

Reported AUM

1 1 1 1
2021
Discretionary
Non-discretionary

Private Funds

No private funds

Employees