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Adviser Profile

As of Date 08/20/2026
Registration SEC, Approved, 02/27/2015
ADV Location BOSTON, MA, United States
Contact Info 617 xxxxxxx
Websites
AUM* 4,617,406,031 72%
of that, discretionary 4,617,406,031 72%
Number of Employees 22 -4%
of those in investment advisory functions 17
Private Fund GAV* 3,745,884,760 18%
Avg Account Size 329,814,717 60%
SMA’s Yes
Private Funds 12

Adviser Type

- Large advisory firm
- An investment adviser (or subadviser) to an investment company

Client Types

- Investment companies
- Pooled investment vehicles
- State or municipal government entities

Advisory Activities

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

Compensation Arrangments

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

Reported AUM

5B 4B 3B 3B 2B 1B 660M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
{{ TypeColumnLabel }} {{ item.FundType }} Count{{ formatCount(item.FundsCount) }} GAV{{ formatGAV(item.AUM) }}

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