| As of Date | 03/31/2026 |
| Registration | SEC, Approved, 09/08/2023 |
| ADV Location | BOSTON, MA, United States |
| Contact Info | 617 xxxxxxx |
| Websites |
| AUM* | 1,739,531,991 677% |
| of that, discretionary | 1,739,531,991 677% |
| Number of Employees | 682 22% |
| of those in investment advisory functions | 272 20% |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,739,531,991 677% |
| SMA’s | No |
| Private Funds | 0 |
- Business development companies
- Portfolio management for investment companies
- A percentage of assets under your management
- Performance-based fees
No private funds