| As of Date | 03/23/2026 |
| Registration | SEC, Approved, 11/22/2024 |
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| Contact Info | 617 xxxxxxx |
| Websites |
| AUM* | 45,070,300 546% |
| of that, discretionary | 45,070,300 546% |
| Number of Employees | 3 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 22,535,150 223% |
| SMA’s | No |
| Private Funds | 0 |
- Investment companies
- Portfolio management for investment companies
- A percentage of assets under your management
No private funds