| As of Date | 04/15/2026 |
| Registration | SEC, Approved, 11/05/2024 |
| ADV Location | BOSTON, MA, United States |
| Contact Info | 617 xxxxxxx |
| Websites |
| AUM* | 538,677,761 |
| of that, discretionary | 538,677,761 |
| Number of Employees | 1,204 4% |
| of those in investment advisory functions | 296 2% |
| Private Fund GAV* | 0 |
| Avg Account Size | 538,677,761 |
| SMA’s | No |
| Private Funds | 0 |
- Investment companies
- Portfolio management for investment companies
- A percentage of assets under your management
- Performance-based fees
No private funds