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Adviser Profile

As of Date 05/03/2024
Adviser Type - Large advisory firm
Number of Employees 6
of those in investment advisory functions 3
Registration SEC, Approved, 07/12/2023
Other registrations (3)
AUM* 280,192,795
of that, discretionary 280,192,795
Private Fund GAV* 280,192,795 9.59%
Avg Account Size 140,096,398
SMA’s No
Private Funds 2
Contact Info 617 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

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

Reported AUM

Discretionary
Non-discretionary
1 1 1 1

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count2 GAV$280,192,795

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Brochure Summary