| As of Date | 03/31/2026 |
| Registration | SEC, Approved, 06/23/2022 |
| ADV Location | ANDOVER, MA, United States |
| Contact Info | 978 xxxxxxx |
| Websites |
| AUM* | 910,776,734 36% |
| of that, discretionary | 910,776,734 36% |
| Number of Employees | 67 8% |
| of those in investment advisory functions | 24 -8% |
| Private Fund GAV* | 0 |
| Avg Account Size | 910,776,734 36% |
| SMA’s | No |
| Private Funds | 0 |
- Investment companies
- Portfolio management for investment companies
- A percentage of assets under your management
- Performance-based fees
No private funds