Adviser Profile
| As of Date | 04/07/2026 |
| Registration | SEC, Approved, 11/20/2025 |
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| Former registrations | |
| ADV Location | BOSTON, MA, United States |
| Contact Info | 203 xxxxxxx |
| Websites |
| AUM* | 181,550,303 |
| of that, discretionary | 181,550,303 |
| Number of Employees | 3 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 181,550,303 |
| Avg Account Size | 90,775,152 |
| SMA’s | No |
| Private Funds | 2 |
Adviser Type
- Large advisory firm
Client Types
- Pooled investment vehicles
Advisory Activities
- Portfolio management for pooled investment vehicles
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
182M
156M
130M
104M
78M
52M
26M
2025
2026
Private Funds
Employees
Private Funds Structure
| Count | GAV | |
|---|---|---|
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