| As of Date | 07/01/2026 |
| Registration | SEC, Approved, 11/04/2024 |
|
|
|
| Contact Info | 617 xxxxxxx |
| AUM* | 178,637,243 |
| of that, discretionary | 178,637,243 100% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 178,637,243 |
| SMA’s | No |
| Private Funds | 0 |
- Corporations or other businesses not listed above
- Portfolio management for businesses
- A percentage of assets under your management
- Performance-based fees
No private funds