| As of Date | 03/30/2026 |
| Registration | SEC, Approved, 06/03/2024 |
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| ADV Location | BOSTON, MA, United States |
| Contact Info | 617 xxxxxxx |
| AUM* | 471,601,022 27% |
| of that, discretionary | 0 |
| Number of Employees | 9 13% |
| of those in investment advisory functions | 7 17% |
| Private Fund GAV* | 0 |
| Avg Account Size | 33,685,787 -45% |
| SMA’s | No |
| Private Funds | 0 |
- Pooled investment vehicles
- Portfolio management for pooled investment vehicles
No private funds