Adviser Profile

As of Date 03/23/2026
Registration SEC, Approved, 08/20/2014
ADV Location HANOVER, NH, United States
Contact Info 603 xxxxxxx
Websites
AUM* 773,865,288 5%
of that, discretionary 0
Number of Employees 18
of those in investment advisory functions 10 11%
Private Fund GAV* 0
Avg Account Size 59,528,099 -27%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Pooled investment vehicles
- Charitable organizations
- Insurance companies

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees

Reported AUM

1B 1B 871M 697M 523M 349M 174M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Form ADV-E Surprise Examination Reports

Accounting Firm Name Filing Date Form ADV-E
Accounting Firm Name RSM US LLP Filing Date04/18/2025 Form ADV-E View Report
Accounting Firm Name RSM US LLP Filing Date04/11/2024 Form ADV-E View Report
Accounting Firm Name RSM US LLP Filing Date04/28/2023 Form ADV-E View Report

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Brochure Summary