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Adviser Profile

As of Date 03/31/2025
Adviser Type - No longer eligible
Number of Employees 1 -75.00%
of those in investment advisory functions 1 -50.00%
Registration SEC, Approved, 02/14/2019
AUM* 80,239,460 -63.22%
of that, discretionary 80,239,460 -63.22%
Private Fund GAV* 141,010,212 -4.44%
Avg Account Size 26,746,487 -50.96%
SMA’s No
Private Funds 3 1
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

377M 323M 269M 216M 162M 108M 54M
2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count3 GAV$141,010,212

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Brochure Summary