| As of Date | 09/23/2026 |
| Registration | SEC, Approved, 06/28/2024 |
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| ADV Location | WELLESLEY, MA, United States |
| Contact Info | 617 xxxxxxx |
| Websites |
| AUM* | 1,057,835,660 85% |
| of that, discretionary | 1,057,835,660 85% |
| Number of Employees | 6 20% |
| of those in investment advisory functions | 3 50% |
| Private Fund GAV* | 0 |
| Avg Account Size | 211,567,132 -26% |
| SMA’s | No |
| Private Funds | 0 |
- Investment companies
- Portfolio management for investment companies
- A percentage of assets under your management
No private funds