| As of Date | 03/17/2026 |
| Registration | SEC, 120-Day Approval, 07/25/2025 |
| ADV Location | BOSTON, MA, United States |
| Contact Info | 617 xxxxxxx |
| Websites |
| AUM* | 78,362,924 -2% |
| of that, discretionary | 78,362,924 -2% |
| Number of Employees | 4 100% |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 78,362,924 -2% |
| SMA’s | No |
| Private Funds | 0 |
- Investment companies
- Portfolio management for investment companies
- A percentage of assets under your management
No private funds