| As of Date | 03/30/2026 |
| Registration | SEC, Approved, 01/23/2025 |
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| ADV Location | WELLESLEY, MA, United States |
| Contact Info | 617 xxxxxxx |
| AUM* | 548,307,696 |
| of that, discretionary | 548,307,696 100% |
| Number of Employees | 3 50% |
| of those in investment advisory functions | 3 50% |
| Private Fund GAV* | 0 |
| Avg Account Size | 182,769,232 |
| SMA’s | No |
| Private Funds | 0 |
- Pooled investment vehicles
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- A percentage of assets under your management
- Performance-based fees
No private funds