Adviser Profile

As of Date 03/30/2026
Registration SEC, Approved, 06/03/2024
Other registrations (1)
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

Adviser Type

- Large advisory firm

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

Reported AUM

472M 404M 337M 269M 202M 135M 67M
2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary