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Adviser Profile

As of Date 03/28/2024
Adviser Type - Large advisory firm
Number of Employees 27 17.39%
of those in investment advisory functions 22 15.79%
Registration SEC, Approved, 10/04/2016
AUM* 3,909,048,067 35.24%
of that, discretionary 3,909,048,067 99.72%
Private Fund GAV* 2,921,751,230 41.68%
Avg Account Size 558,435,438 15.92%
SMA’s Yes
Private Funds 5 1
Contact Info 617 xxxxxxx
Websites

Client Types

- Pooled investment vehicles
- Other

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

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

Reported AUM

Discretionary
Non-discretionary
2B 2B 1B 1B 839M 559M 280M
2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeReal Estate Fund Count5 GAV$2,921,751,230

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