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Adviser Profile

As of Date 03/18/2024
Adviser Type - Large advisory firm
Number of Employees 8
of those in investment advisory functions 4
Registration Massachusetts, Terminated, 03/10/2005
Other registrations (1)
AUM* 113,895,911 24.41%
of that, discretionary 113,895,911 24.41%
Private Fund GAV* 71,726,005
Avg Account Size 2,711,807 -20.02%
% High Net Worth 59.52% 12.78%
SMA’s Yes
Private Funds 8
Contact Info 781 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

Discretionary
Non-discretionary
93M 79M 66M 53M 40M 26M 13M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count4 GAV$54,249,757
Fund TypeOther Private Fund Count4 GAV$17,476,248

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Brochure Summary