| As of Date | 10/12/2026 |
| Registration | SEC, 120-Day Approval, 07/23/2026 |
| ADV Location | BOSTON, MA, United States |
| Contact Info | 617 xxxxxxx |
| AUM* | 238,711,843 |
| of that, discretionary | 238,711,843 |
| Number of Employees | 13 |
| of those in investment advisory functions | 10 |
| Private Fund GAV* | 238,711,843 |
| Avg Account Size | 79,570,614 |
| SMA’s | No |
| Private Funds | 2 |
- Pooled investment vehicles
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
| Count | GAV | |
|---|---|---|
| {{ TypeColumnLabel }} {{ item.FundType }} | Count{{ formatCount(item.FundsCount) }} | GAV{{ formatGAV(item.AUM) }} |