Adviser Profile
| As of Date | 03/09/2026 |
| Registration | SEC, Approved, 09/29/2025 |
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| Former registrations | |
| ADV Location | HAMILTON, MA, United States |
| Contact Info | 978 xxxxxxx |
| Websites |
| AUM* | 92,256,560 -10% |
| of that, discretionary | 92,256,560 -10% |
| Number of Employees | 2 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 470,697 -11% |
| % High Net Worth | 98.77% -1% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- High net worth individuals
- Corporations or other businesses not listed above
Advisory Activities
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
102M
87M
73M
58M
44M
29M
15M
2025
2026
Private Funds
No private funds