Adviser Profile

As of Date 03/31/2026
Registration SEC, Approved, 09/29/2023
Other registrations (1)
ADV Location BOSTON, MA, United States
Contact Info 617 xxxxxxx
Websites
AUM* 777,314,919 11%
of that, discretionary 777,314,919 11%
Number of Employees 14 17%
of those in investment advisory functions 12 20%
Private Fund GAV* 777,314,919 1%
Avg Account Size 388,657,460 11%
SMA’s No
Private Funds 2

Adviser Type

- Large advisory firm

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

777M 666M 555M 444M 333M 222M 111M
2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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Brochure Summary