Adviser Profile
| As of Date | 08/30/2021 |
| Registration status | Registration Changed to ESPLANADE CAPITAL LLC |
| ADV Location | CHESTNUT HILL, MA, United States |
| Contact Info | 617 xxxxxxx |
| Websites |
| AUM* | 95,525,054 |
| of that, discretionary | 95,525,054 |
| Number of Employees | 3 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 19,105,011 |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Adviser relying on rule 203A-2(c) because you expect to be eligible for SEC registration within 120 days
Client Types
- Pooled investment vehicles
- Corporations or other businesses not listed above
Advisory Activities
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
Compensation Arrangments
- A percentage of assets under your management
- Performance-based fees
Reported AUM
96M
82M
68M
55M
41M
27M
14M
2021