Adviser Profile

As of Date 01/14/2026
Registration SEC, 120-Day Approval, 02/05/2026
ADV Location BURLINGTON, MA, United States
Contact Info 781 xxxxxxx
Websites
AUM* 0
of that, discretionary 0
Number of Employees 7
of those in investment advisory functions 3
Private Fund GAV* 0
SMA’s No
Private Funds 0

Adviser Type

- Adviser relying on rule 203A-2(c) because you expect to be eligible for SEC registration within 120 days

Client Types

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Market timing services

Compensation Arrangments

- Subscription fees (for a newsletter or periodical)

Reported AUM

1 1 1 1
2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees