Adviser Profile
| As of Date | 01/23/2026 |
| Registration | SEC, Approved, 09/20/2024 |
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| Former registrations | |
| ADV Location | WELLESLEY, MA, United States |
| Contact Info | 781 xxxxxxx |
| Websites |
| AUM* | 164,246,947 26% |
| of that, discretionary | 164,246,947 26% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 4,322,288 13% |
| % High Net Worth | 83.33% -2% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
164M
141M
117M
94M
70M
47M
23M
2024
2025
2026
Private Funds
No private funds