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Adviser Profile

As of Date 03/26/2025
Adviser Type - Large advisory firm
Number of Employees 10 25.00%
of those in investment advisory functions 9 28.57%
Registration SEC, Approved, 01/02/2013
AUM* 585,155,574 54.38%
of that, discretionary 585,155,574 54.38%
Private Fund GAV* 609,263,069 7.03%
Avg Account Size 36,572,223 25.43%
SMA’s No
Private Funds 16 3
Contact Info 617 xxxxxxx
Websites

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

Discretionary
Non-discretionary
379M 325M 271M 217M 162M 108M 54M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count16 GAV$609,263,069

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Brochure Summary