Adviser Profile

As of Date 08/14/2026
Registration status Terminated
ADV Location BOSTON, MA, United States
Contact Info 347 xxxxxxx
Websites
AUM* 0 -100%
of that, discretionary 0
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
SMA’s Yes
Private Funds 0

Adviser Type

- No longer eligible

Client Types

Advisory Activities

- Portfolio management for businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

1B 1B 835M 668M 501M 334M 167M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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