Adviser Profile
| As of Date | 05/04/2026 |
| Registration | SEC, Approved, 04/09/2026 |
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| Former registrations | |
| ADV Location | MARBLEHEAD, MA, United States |
| Contact Info | 781 xxxxxxx |
| AUM* | 25,785,114 |
| of that, discretionary | 25,785,114 |
| Number of Employees | 4 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 25,785,114 |
| Avg Account Size | 25,785,114 |
| SMA’s | No |
| Private Funds | 3 |
Adviser Type
- Related adviser
Client Types
- Pooled investment vehicles
Advisory Activities
- Portfolio management for pooled investment vehicles
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
26M
22M
18M
15M
11M
7M
4M
2026
Private Funds
Employees
Private Funds Structure
| Count | GAV | |
|---|---|---|
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