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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

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

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