Adviser Profile
| As of Date | 04/18/2026 |
| Registration | SEC, Approved, 05/18/2026 |
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| Former registrations | |
| Contact Info | 617 xxxxxxx |
| Websites |
| AUM* | 2,820,000 |
| of that, discretionary | 2,820,000 |
| Number of Employees | 2 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 2,820,000 |
| Avg Account Size | 1,410,000 |
| SMA’s | No |
| Private Funds | 1 |
Adviser Type
- An investment adviser (or subadviser) to an investment company
Client Types
- Pooled investment vehicles
Advisory Activities
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
3M
2M
2M
2M
1M
806K
403K
2026
Private Funds
Employees
Private Funds Structure
| Count | GAV | |
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