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Adviser Profile

As of Date 01/10/2025
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
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

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 Count5 GAV$2,921,751,230

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Brochure Summary