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Adviser Profile

As of Date 02/16/2025
Adviser Type - Large advisory firm
Number of Employees 3
of those in investment advisory functions 2
Registration SEC, Approved, 07/05/2016
Other registrations (2)
AUM* 284,000,000 -37.97%
of that, discretionary 284,000,000 -37.97%
Private Fund GAV* 282,788,525 -85.55%
Avg Account Size 142,000,000 -37.97%
SMA’s No
Private Funds 2
Contact Info 617 xxxxxxx

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

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

Reported AUM

3B 3B 2B 2B 1B 839M 419M
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 Count2 GAV$282,788,525

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