{{ Info.Overview }}
Adviser Profile
| As of Date | 04/30/2026 |
| Registration | SEC, Approved, 06/18/2024 |
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| Former registrations | |
| Contact Info | 781 xxxxxxx |
| Websites |
| AUM* | 195,623,004 80% |
| of that, discretionary | 195,623,004 80% |
| Number of Employees | 3 50% |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 88,664,793 0% |
| Avg Account Size | 48,905,751 -10% |
| SMA’s | No |
| Private Funds | 4 1 |
Adviser Type
- Large advisory firm
Client Types
- Pooled investment vehicles
- Other investment advisers
Advisory Activities
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
Reported AUM
196M
168M
140M
112M
84M
56M
28M
2024
2025
2026
Private Funds
Employees
Private Funds Structure
| Count | GAV | |
|---|---|---|
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