Adviser Profile

As of Date 03/30/2026
Registration SEC, Approved, 03/31/2023
ADV Location BOSTON, MA, United States
Contact Info 857 xxxxxxx
Websites
AUM* 3,668,756,297 587%
of that, discretionary 0
Number of Employees 14 100%
of those in investment advisory functions 4 33%
Private Fund GAV* 0
Avg Account Size 733,751,259 312%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Banking or thrift institutions
- Other investment advisers

Advisory Activities

- Portfolio management for businesses

Compensation Arrangments

Reported AUM

4B 3B 3B 2B 2B 1B 524M
2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary