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Adviser Profile

As of Date 04/02/2026
Registration SEC, Approved, 03/25/2019
ADV Location BOSTON, MA, United States
Contact Info 617 xxxxxxx
Websites
AUM* 1,274,632,470 46%
of that, discretionary 1,274,632,470 46%
Number of Employees 6 50%
of those in investment advisory functions 5 25%
Private Fund GAV* 0
Avg Account Size 45,522,588 25%
% High Net Worth 3.70% -56%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- High net worth individuals
- Charitable organizations
- State or municipal government entities

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

1B 1B 910M 728M 546M 364M 182M
2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary