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Adviser Profile

As of Date 03/26/2024
Adviser Type - Large advisory firm
Number of Employees 7 -22.22%
of those in investment advisory functions 7 16.67%
Registration SEC, Approved, 11/18/2015
AUM* 555,446,731 -13.92%
of that, discretionary 555,446,731 -13.92%
Private Fund GAV* 656,481,731
Avg Account Size 79,349,533 -13.92%
SMA’s No
Private Funds 7
Contact Info 617 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

Discretionary
Non-discretionary
875M 750M 625M 500M 375M 250M 125M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count7 GAV$656,481,731

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Brochure Summary