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Adviser Profile

As of Date 03/31/2026
Registration SEC, Approved, 01/21/1994
ADV Location BOSTON, MA, United States
Contact Info (61 xxxxxxx
Websites
AUM* 8,202,964,130 42%
of that, discretionary 799,100,621 101%
Number of Employees 15 7%
of those in investment advisory functions 14 8%
Private Fund GAV* 0
Avg Account Size 256,342,629 24%
% High Net Worth 62.50% 9%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- High net worth individuals
- Charitable organizations

Advisory Activities

- Financial planning services
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops

Compensation Arrangments

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

Reported AUM

7B 6B 5B 4B 3B 2B 1B
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary