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Adviser Profile

As of Date 03/29/2024
Adviser Type - Large advisory firm
Number of Employees 9
of those in investment advisory functions 6 20.00%
Registration SEC, Approved, 04/19/2017
Other registrations (1)
AUM* 435,683,589 7.55%
of that, discretionary 435,683,589 7.55%
Private Fund GAV* 455,721,156 21.03%
Avg Account Size 62,240,513 38.27%
SMA’s No
Private Funds 3
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
544M 466M 388M 311M 233M 155M 78M
2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count3 GAV$455,721,156

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Brochure Summary