| As of Date | 09/30/2025 |
| Registration | SEC, Approved, 08/15/1991 |
| ADV Location | BOSTON, MA, United States |
| Contact Info | 617 xxxxxxx |
| Websites |
| AUM* | 1,258,196,265 -2% |
| of that, discretionary | 1,258,196,265 12% |
| Number of Employees | 16 23% |
| of those in investment advisory functions | 6 |
| Private Fund GAV* | 0 |
| Avg Account Size | 314,549,066 12% |
| SMA’s | Yes |
| Private Funds | 0 |
- Investment companies
- Other
- Portfolio management for investment companies
- Selection of other advisers
- A percentage of assets under your management
No private funds