| As of Date | 01/02/2026 |
| Registration | SEC, Approved, 11/15/2019 |
| ADV Location | BOSTON, MA, United States |
| Contact Info | 956 xxxxxxx |
| Websites |
| AUM* | 7,248,470,533 22% |
| of that, discretionary | 7,248,470,533 22% |
| Private Fund GAV* | 0 |
| Avg Account Size | 557,574,656 22% |
| SMA’s | No |
| Private Funds | 0 |
Number of Employees 3
of those in investment advisory functions 2
- Investment companies
- Portfolio management for investment companies
- A percentage of assets under your management
No private funds