| As of Date | 07/10/2026 |
| Registration | SEC, Approved, 06/23/2025 |
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| ADV Location | BOSTON, MA, United States |
| Contact Info | (78 xxxxxxx |
| Websites |
| AUM* | 613,541,000 |
| of that, discretionary | 613,541,000 100% |
| Number of Employees | 2 -50% |
| of those in investment advisory functions | 2 -33% |
| Private Fund GAV* | 0 |
| Avg Account Size | 306,770,500 |
| SMA’s | No |
| Private Funds | 1 |
- Pooled investment vehicles
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
- Performance-based fees
| Count | GAV | |
|---|---|---|
| {{ TypeColumnLabel }} {{ item.FundType }} | Count{{ formatCount(item.FundsCount) }} | GAV{{ formatGAV(item.AUM) }} |