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Adviser Profile

As of Date 03/28/2025
Adviser Type - Large advisory firm
Number of Employees 133 25.47%
of those in investment advisory functions 118 24.21%
Registration SEC, Approved, 12/07/2001
AUM* 9,291,804,196 36.95%
of that, discretionary 8,118,013,742 33.05%
Private Fund GAV* 7,143,453,123 34.33%
Avg Account Size 714,754,169 36.95%
SMA’s Yes
Private Funds 10 1
Contact Info 617 xxxxxxx
Websites

Client Types

- Pooled investment vehicles
- State or municipal government entities

Advisory Activities

- 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

Discretionary
Non-discretionary
6B 5B 4B 3B 3B 2B 872M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeReal Estate Fund Count10 GAV$7,143,453,123

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Brochure Summary