Adviser Profile
| As of Date | 03/01/2026 |
| Registration | SEC, Approved, 06/24/2024 |
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| Former registrations | |
| ADV Location | NEWTON, MA, United States |
| Contact Info | 617 xxxxxxx |
| Websites |
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Exempt Reporting Adviser
2B(2)- PF<150mn
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| Private Fund GAV* | 47,170,143 |
| SMA’s | No |
| Private Funds | 1 |
Private Funds
Employees
Private Funds Structure
| Count | GAV | |
|---|---|---|
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Top Holdings
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker171484108 | Stock NameCHURCHILL DOWNS INC | $ Position$235,574 | % Position1.00% | $ Change | # Change |
| Stck Ticker172908105 | Stock NameCINTAS CORP | $ Position$224,506 | % Position1.00% | $ Change | # Change |
| Stck Ticker189054109 | Stock NameCLOROX CO DEL | $ Position$229,533 | % Position1.00% | $ Change | # Change |
| Stck Ticker206704108 | Stock NameCONCRETE PUMPING HLDGS INC | $ Position$242,892 | % Position1.00% | $ Change | # Change |
| Stck Ticker170386106 | Stock NameCHOICEONE FINL SVCS INC | $ Position$249,254 | % Position1.00% | $ Change | # Change |
| Stck Ticker169656105 | Stock NameCHIPOTLE MEXICAN GRILL INC | $ Position$249,662 | % Position1.00% | $ Change | # Change |
| Stck Ticker164024101 | Stock NameCHEMUNG FINL CORP | $ Position$249,023 | % Position1.00% | $ Change | # Change |
| Stck Ticker152006102 | Stock NameCENTERRA GOLD INC | $ Position$211,303 | % Position1.00% | $ Change5.00% | # Change18.00% |
| Stck Ticker15135U109 | Stock NameCENOVUS ENERGY INC | $ Position$223,563 | % Position1.00% | $ Change | # Change |
| Stck Ticker146103106 | Stock NameCARTER BANKSHARES INC | $ Position$257,116 | % Position1.00% | $ Change | # Change |