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Adviser Profile

As of Date 03/28/2025
Adviser Type - Large advisory firm
Number of Employees 4
of those in investment advisory functions 2
Registration Massachusetts, Terminated, 06/23/2004
Other registrations (1)
AUM* 338,329,107 42.45%
of that, discretionary 338,091,989 70.06%
Private Fund GAV* 65,639,661 21.41%
Avg Account Size 1,809,247 32.55%
% High Net Worth 75.40% 18.61%
SMA’s Yes
Private Funds 3 1
Contact Info 617 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Selection of other advisers

Compensation Arrangments

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

Reported AUM

Discretionary
Non-discretionary
234M 201M 167M 134M 100M 67M 33M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count2 GAV$65,402,543
Fund TypePrivate Equity Fund Count1 GAV$237,118

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Brochure Summary