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Adviser Profile

As of Date 03/28/2025
Adviser Type - Large advisory firm
Number of Employees 14 27.27%
of those in investment advisory functions 11 57.14%
Registration SEC, Approved, 11/23/2010
AUM* 467,001,856 60.90%
of that, discretionary 448,757,039 55.57%
Private Fund GAV* 523,990 -60.48%
Avg Account Size 472,674 70.02%
% High Net Worth 49.20% 6.34%
SMA’s Yes
Private Funds 1
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
- Other investment advisers
- 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
- Pension consulting services
- Selection of other advisers

Compensation Arrangments

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

Reported AUM

Discretionary
Non-discretionary
288M 247M 206M 165M 124M 82M 41M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count1 GAV$523,990

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Brochure Summary