Adviser Profile

As of Date 03/30/2026
Registration SEC, Approved, 02/23/2012
ADV Location BOSTON, MA, United States
Contact Info 781 xxxxxxx
Websites
AUM* 3,093,543,241 11%
of that, discretionary 3,093,543,241 11%
Number of Employees 38 19%
of those in investment advisory functions 33 18%
Private Fund GAV* 3,093,543,241 9%
Avg Account Size 773,385,810 39%
SMA’s No
Private Funds 8 3

Adviser Type

- Large advisory firm

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

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

Reported AUM

3B 3B 2B 2B 1B 884M 442M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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Brochure Summary