| As of Date | 02/07/2026 |
| Registration | SEC, Approved, 12/13/2022 |
| ADV Location | BOSTON, MA, United States |
| Contact Info | 781 xxxxxxx |
| Websites |
| AUM* | 450,000 |
| of that, discretionary | 450,000 |
| Number of Employees | 3 |
| of those in investment advisory functions | -100% |
| Private Fund GAV* | 0 |
| Avg Account Size | 225,000 |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds