| As of Date | 09/25/2026 |
| Registration | SEC, Approved, 12/01/2025 |
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| ADV Location | BOSTON, MA, United States |
| Contact Info | 617 xxxxxxx |
| Websites |
| AUM* | 3,546,175,074 |
| of that, discretionary | 3,546,175,074 |
| Number of Employees | 40 |
| of those in investment advisory functions | 34 |
| Private Fund GAV* | 3,546,175,074 |
| Avg Account Size | 394,019,453 |
| SMA’s | No |
| Private Funds | 11 |
- Pooled investment vehicles
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
| Count | GAV | |
|---|---|---|
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