Adviser Profile
| As of Date | 07/27/2026 |
| Registration | SEC, 120-Day Approval, 08/27/2026 |
|
|
|
| Former registrations | |
| ADV Location | ANDOVER, MA, United States |
| Contact Info | 978 xxxxxxx |
| Websites |
| AUM* | 0 |
| of that, discretionary | 0 |
| Number of Employees | 68 |
| of those in investment advisory functions | 25 |
| 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 investment companies
Compensation Arrangments
- A percentage of assets under your management
- Performance-based fees
Reported AUM
1
1
1
1
Private Funds
No private funds