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Adviser Profile

As of Date 03/29/2024
Adviser Type - Large advisory firm
Number of Employees 35 34.62%
of those in investment advisory functions 35 34.62%
Registration SEC, Approved, 01/03/2017
Other registrations (1)
AUM* 4,944,253,169 3.83%
of that, discretionary 4,944,253,169 3.83%
Private Fund GAV* 4,944,253,169
Avg Account Size 235,440,627 3.83%
SMA’s No
Private Funds 21
Contact Info 617 xxxxxxx
Websites

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

Discretionary
Non-discretionary
5B 4B 3B 3B 2B 1B 680M
2016 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count21 GAV$4,944,253,169

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Brochure Summary