| As of Date | 03/31/2026 |
| Registration | SEC, Approved, 07/26/2024 |
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| ADV Location | BOSTON, MA, United States |
| Contact Info | 617 xxxxxxx |
| Websites |
| AUM* | 277,650,636 23% |
| of that, discretionary | 277,650,636 23% |
| Number of Employees | 17 42% |
| of those in investment advisory functions | 17 42% |
| Private Fund GAV* | 277,650,636 8% |
| Avg Account Size | 138,825,318 -38% |
| SMA’s | No |
| Private Funds | 2 1 |
- Pooled investment vehicles
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
- Performance-based fees
| Count | GAV | |
|---|---|---|
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