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Adviser Profile

As of Date 03/31/2025
Adviser Type - Large advisory firm
Number of Employees 32 39.13%
of those in investment advisory functions 26 36.84%
Registration SEC, Approved, 10/04/2016
AUM* 4,788,098,520 65.66%
of that, discretionary 3,759,660,007 92.09%
Private Fund GAV* 3,769,833,417 29.03%
Avg Account Size 532,010,947 10.44%
SMA’s Yes
Private Funds 7 3
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

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

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeReal Estate Fund Count7 GAV$3,769,833,417

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Brochure Summary