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Adviser Profile

As of Date 03/25/2025
Adviser Type - Large advisory firm
Number of Employees 26 8.33%
of those in investment advisory functions 23 43.75%
Registration SEC, Approved, 05/03/2018
AUM* 1,406,676,162 -25.82%
of that, discretionary 1,406,676,162 -25.82%
Private Fund GAV* 3,006,312,457 113.90%
Avg Account Size 117,223,014 -38.19%
SMA’s No
Private Funds 16 6
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

2B 2B 1B 1B 813M 542M 271M
2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count16 GAV$3,006,312,457

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Brochure Summary