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Adviser Profile

As of Date 05/10/2024
Adviser Type - Large advisory firm
Number of Employees 17
of those in investment advisory functions 17
Registration SEC, Approved, 08/13/2015
AUM* 678,484,797 4.38%
of that, discretionary 678,484,797 4.38%
Private Fund GAV* 265,444,747
Avg Account Size 226,161,599 4.38%
SMA’s Yes
Private Funds 1
Contact Info 617 xxxxxxx
Websites

Client Types

- Pooled investment vehicles
- State or municipal government entities

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

1B 880M 733M 587M 440M 293M 147M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeOther Private Fund Count1 GAV$265,444,747

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Brochure Summary