Adviser Profile
| As of Date | 05/07/2026 |
| Registration | SEC, Approved, 01/07/2026 |
|
|
|
| ADV Location | BEVERLY, MA, United States |
| Contact Info | 978 xxxxxxx |
| AUM* | 964,497,094 |
| of that, discretionary | 964,497,094 |
| Number of Employees | 5 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 160,749,516 |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Pooled investment vehicles
Advisory Activities
- Portfolio management for pooled investment vehicles
Compensation Arrangments
- A percentage of assets under your management
- Performance-based fees
Reported AUM
1
1
1
1
2025
Private Funds
No private funds