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Adviser Profile

As of Date 03/28/2025
Adviser Type - Large advisory firm
Number of Employees 38 46.15%
of those in investment advisory functions 38 46.15%
Registration SEC, Approved, 01/03/2017
Other registrations (1)
AUM* 5,283,564,087 10.95%
of that, discretionary 5,283,564,087 10.95%
Private Fund GAV* 5,283,564,087 6.86%
Avg Account Size 251,598,290 10.95%
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

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

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count21 GAV$5,283,564,087

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Brochure Summary