Adviser Profile

As of Date 03/30/2026
Registration SEC, Approved, 03/30/2012
ADV Location WELLESLEY, MA, United States
Contact Info 781 xxxxxxx
Websites
AUM* 200,165,307 -28%
of that, discretionary 200,165,307 -28%
Number of Employees 11
of those in investment advisory functions 11
Private Fund GAV* 200,165,307 -1%
Avg Account Size 25,020,663 -19%
SMA’s No
Private Funds 9

Adviser Type

- Large advisory firm

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- Fixed fees (other than subscription fees)
- Performance-based fees

Reported AUM

279M 239M 200M 160M 120M 80M 40M
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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