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Adviser Profile

As of Date 06/25/2024
Adviser Type - Large advisory firm
Number of Employees 28 33.33%
of those in investment advisory functions 15 50.00%
Registration SEC, Approved, 03/29/2018
AUM* 2,916,153,341 4.79%
of that, discretionary 2,525,579,831 16.01%
Private Fund GAV* 1,954,636,806 105.22%
Avg Account Size 121,506,389 22.25%
SMA’s Yes
Private Funds 6
Contact Info 617 xxxxxxx
Websites

Client Types

- Pooled investment vehicles
- Other

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
2B 2B 2B 1B 933M 622M 311M
2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeOther Private Fund Count6 GAV$1,954,636,806

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Brochure Summary