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Adviser Profile

As of Date 05/01/2024
Adviser Type - Large advisory firm
Number of Employees 12
of those in investment advisory functions 10
Registration SEC, Approved, 04/10/2017
Other registrations (3)
AUM* 877,378,158 4.59%
of that, discretionary 877,378,158 4.59%
Private Fund GAV* 877,378,157 4.07%
Avg Account Size 125,339,737 4.59%
SMA’s No
Private Funds 7
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

Reported AUM

Discretionary
Non-discretionary
839M 719M 599M 479M 360M 240M 120M
2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count7 GAV$877,378,157

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Brochure Summary