| As of Date | 08/06/2026 |
| Registration | SEC, Approved, 08/09/2024 |
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| ADV Location | BOSTON, MA, United States |
| Contact Info | 617 xxxxxxx |
| AUM* | 3,858,230,155 365% |
| of that, discretionary | 1,051,833,057 100% |
| Number of Employees | 33 18% |
| of those in investment advisory functions | 27 23% |
| Private Fund GAV* | 632,390,506 28% |
| Avg Account Size | 83,874,569 52% |
| % High Net Worth | 80.43% -14% |
| SMA’s | No |
| Private Funds | 6 6 |
- High net worth individuals
- Pooled investment vehicles
- Charitable organizations
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
- A percentage of assets under your management
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name MP CPAS | Filing Date07/25/2025 | Form ADV-E View Report |
| Count | GAV | |
|---|---|---|
| {{ TypeColumnLabel }} {{ item.FundType }} | Count{{ formatCount(item.FundsCount) }} | GAV{{ formatGAV(item.AUM) }} |