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Adviser Profile

As of Date 08/06/2026
Registration SEC, Approved, 07/21/1986
ADV Location BOSTON, MA, United States
Contact Info 617 xxxxxxx
Websites
AUM* 23,442,074,430 38%
of that, discretionary 23,442,074,430 38%
Number of Employees 51 -9%
of those in investment advisory functions 24 -8%
Private Fund GAV* 0
Avg Account Size 122,094,138 36%
% High Net Worth 9.32% -5%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- High net worth individuals
- Banking or thrift institutions
- Investment companies
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Insurance companies
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

Reported AUM

23B 20B 17B 13B 10B 7B 3B
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker29273V100 Stock NameENERGY TRANSFER L P $ Position$41,848,651 % Position9.00% $ Change-1.00% # Change0.00%
Stck Ticker293792107 Stock NameENTERPRISE PRODS PARTNERS L $ Position$37,905,221 % Position8.00% $ Change-3.00% # Change0.00%
Stck Ticker958669103 Stock NameWESTERN MIDSTREAM PARTNERS L $ Position$40,019,614 % Position8.00% $ Change6.00% # Change0.00%
Stck Ticker55336V100 Stock NameMPLX LP $ Position$32,640,587 % Position7.00% $ Change-1.00% # Change0.00%
Stck Ticker726503105 Stock NamePLAINS ALL AMERN PIPELINE L $ Position$27,387,569 % Position6.00% $ Change0.00% # Change0.00%
Stck Ticker428103105 Stock NameHESS MIDSTREAM LP $ Position$21,437,941 % Position4.00% $ Change-3.00% # Change0.00%
Stck Ticker92343V104 Stock NameVERIZON COMMUNICATIONS INC $ Position$13,236,077 % Position3.00% $ Change-16.00% # Change0.00%
Stck Ticker20030N101 Stock NameCOMCAST CORP NEW $ Position$14,776,522 % Position3.00% $ Change-7.00% # Change9.00%
Stck Ticker09260D107 Stock NameBLACKSTONE INC $ Position$12,952,172 % Position3.00% $ Change2.00% # Change0.00%
Stck Ticker16411Q101 Stock NameCHENIERE ENERGY PARTNERS L P $ Position$8,030,284 % Position2.00% $ Change-6.00% # Change0.00%

Brochure Summary