| As of Date | 03/31/2026 |
| Registration | SEC, Approved, 01/24/2025 |
| ADV Location | BOSTON, MA, United States |
| Contact Info | (61 xxxxxxx |
| AUM* | 1,132,473,403 -70% |
| of that, discretionary | 1,132,473,403 100% |
| Number of Employees | 32 19% |
| of those in investment advisory functions | 17 |
| Private Fund GAV* | 0 |
| Avg Account Size | 566,236,702 -55% |
| SMA’s | No |
| Private Funds | 0 |
- Corporations or other businesses not listed above
- Portfolio management for businesses
- Selection of other advisers
- A percentage of assets under your management
No private funds