| As of Date | 09/24/2026 |
| Registration | SEC, Approved, 05/20/2004 |
| ADV Location | CONCORD, MA, United States |
| Contact Info | (31 xxxxxxx |
| Websites |
| AUM* | 62,152,389 -29% |
| of that, discretionary | 62,152,389 -29% |
| Number of Employees | 2 -50% |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 31,076,195 -29% |
| SMA’s | No |
| Private Funds | 0 |
- Investment companies
- Portfolio management for investment companies
- A percentage of assets under your management
No private funds