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Adviser Profile
| As of Date | 03/27/2026 |
| Registration | Massachusetts, ERA - Active, 11/15/2024 |
| ADV Location | BOSTON, MA, United States |
| Contact Info | 508 xxxxxxx |
| Websites |
| AUM* | 0 |
| of that, discretionary | |
| Number of Employees | |
| of those in investment advisory functions | |
| Private Fund GAV* | 35,314,198 -11% |
| SMA’s | No |
| Private Funds | 7 |
Adviser Type
Client Types
Advisory Activities
Compensation Arrangments
Reported AUM
1
1
1
1
Private Funds
Employees
Private Funds Structure
| Count | GAV | |
|---|---|---|
| {{ TypeColumnLabel }} {{ item.FundType }} | Count{{ formatCount(item.FundsCount) }} | GAV{{ formatGAV(item.AUM) }} |
Top Holdings
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker000000000 | Stock NameNONE TO REPORT | $ Position$ | % Position | $ Change | # Change |