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Adviser Profile

As of Date 11/13/2024
Adviser Type - Large advisory firm
Number of Employees 13 8.33%
of those in investment advisory functions 8
Registration SEC, Approved, 04/21/2016
AUM* 1,609,110,610 4.22%
of that, discretionary 1,609,110,610 4.22%
Private Fund GAV* 13,242,341
Avg Account Size 1,648,679 1.45%
SMA’s Yes
Private Funds 1
Contact Info 617 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations

Advisory Activities

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

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

2B 2B 1B 1B 784M 523M 261M
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$13,242,341

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Stck Ticker023135106 Stock NameAMAZON.COM INC $ Position$52,389,454 % Position3.00% $ Change34.00% # Change14.00%

Brochure Summary