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Adviser Profile

As of Date 04/29/2024
Adviser Type - Large advisory firm
Number of Employees 30 15.38%
of those in investment advisory functions 22 22.22%
Registration SEC, Approved, 09/11/2020
AUM* 1,876,700,000 0.98%
of that, discretionary 1,602,000,000 2.85%
Private Fund GAV* 1,602,000,000 36.90%
Avg Account Size 469,175,000 0.98%
SMA’s Yes
Private Funds 3
Contact Info 617 xxxxxxx
Websites

Client Types

- Pooled investment vehicles
- Charitable organizations

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

Discretionary
Non-discretionary
2B 1B 1B 890M 668M 445M 223M
2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count3 GAV$1,602,000,000

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Brochure Summary