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Adviser Profile

As of Date 07/16/2026
Registration SEC, Approved, 03/10/1998
ADV Location BOSTON, MA, United States
Contact Info 857 xxxxxxx
Websites
AUM* 0
of that, discretionary
Number of Employees 30
of those in investment advisory functions 22
Private Fund GAV* 0
SMA’s No
Private Funds 0

Adviser Type

- Received an SEC order

Client Types

Advisory Activities

- Publication of periodicals or newsletters

Compensation Arrangments

- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)

Reported AUM

1 1 1 1
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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