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Adviser Profile

As of Date 03/30/2025
Adviser Type - Large advisory firm
Number of Employees 10
of those in investment advisory functions 9
Registration SEC, Approved, 11/14/2019
AUM* 519,398,333 68.75%
of that, discretionary 519,398,333 68.75%
Private Fund GAV* 519,398,334 43.55%
Avg Account Size 129,849,583 68.75%
SMA’s No
Private Funds 4
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

308M 264M 220M 176M 132M 88M 44M
2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count4 GAV$519,398,334

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Brochure Summary