| As of Date | 03/31/2026 |
| Registration | SEC, Approved, 12/14/2001 |
| ADV Location | BOSTON, MA, United States |
| Contact Info | 617 xxxxxxx |
| Websites |
| AUM* | 222,159,862 67% |
| of that, discretionary | 222,159,862 67% |
| Number of Employees | 4 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 2,553,562 -54% |
| % High Net Worth | 13.79% -63% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management
No private funds