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Adviser Profile

As of Date 07/31/2024
Adviser Type - Large advisory firm
Number of Employees 26 -23.53%
of those in investment advisory functions 2
Registration SEC, Approved, 02/11/2016
AUM* 12,490,671,000 10.80%
of that, discretionary 9,825,598,000 17.71%
Private Fund GAV* 4,032,179,000 -0.13%
Avg Account Size 55,761,924 8.82%
% High Net Worth 77.23% 1.14%
SMA’s Yes
Private Funds 42 1
Contact Info 617 xxxxxxx

Client Types

- High net worth individuals
- Pooled investment vehicles

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers

Compensation Arrangments

Reported AUM

8B 7B 6B 5B 4B 2B 1B
2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count9 GAV$1,097,701,000
Fund TypePrivate Equity Fund Count27 GAV$2,566,450,000
Fund TypeReal Estate Fund Count3 GAV$320,750,000
Fund TypeVenture Capital Fund Count3 GAV$47,278,000

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Brochure Summary