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Adviser Profile
| As of Date | 07/24/2026 |
| Registration | SEC, Approved, 08/05/2026 |
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| Former registrations | |
| ADV Location | WELLESLEY, MA, United States |
| Contact Info | 617 xxxxxxx |
| Websites |
| AUM* | 222,774,209 |
| of that, discretionary | 222,774,209 |
| Number of Employees | 12 |
| of those in investment advisory functions | 7 |
| Private Fund GAV* | 207,671,572 |
| Avg Account Size | 111,387,105 |
| SMA’s | No |
| Private Funds | 2 |
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
Private Funds
Employees
Private Funds Structure
| Count | GAV | |
|---|---|---|
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