| As of Date | 03/27/2026 |
| Registration | SEC, Approved, 01/21/2025 |
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| ADV Location | BOSTON, MA, United States |
| Contact Info | 617 xxxxxxx |
| AUM* | 7,778,991,590 |
| of that, discretionary | 7,778,991,590 100% |
| Number of Employees | 6 -14% |
| of those in investment advisory functions | 6 -14% |
| Private Fund GAV* | 1,693,481,569 53% |
| Avg Account Size | 235,727,018 |
| SMA’s | No |
| Private Funds | 3 3 |
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Sovereign wealth funds and foreign official institutions
- Corporations or other businesses not listed above
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- A percentage of assets under your management
| Count | GAV | |
|---|---|---|
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