| As of Date | 09/14/2026 |
| Registration | SEC, Approved, 06/11/2025 |
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| ADV Location | BOSTON, MA, United States |
| Contact Info | 617 xxxxxxx |
| Websites |
| AUM* | 584,780,263 |
| of that, discretionary | 584,780,263 100% |
| Number of Employees | 9 80% |
| of those in investment advisory functions | 5 67% |
| Private Fund GAV* | 480,713,604 339% |
| Avg Account Size | 194,926,754 |
| SMA’s | No |
| Private Funds | 1 1 |
- Pooled investment vehicles
- Other investment advisers
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- A percentage of assets under your management
- Performance-based fees
| Count | GAV | |
|---|---|---|
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