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Adviser Profile

As of Date 03/28/2025
Adviser Type - Large advisory firm
Number of Employees 25 -3.85%
of those in investment advisory functions 16 -11.11%
Registration SEC, Approved, 09/11/2020
AUM* 1,744,300,000 -6.14%
of that, discretionary 1,475,900,000 -5.25%
Private Fund GAV* 1,476,000,000 -7.87%
Avg Account Size 436,075,000 -6.14%
SMA’s Yes
Private Funds 7 4
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

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

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count7 GAV$1,476,000,000

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Brochure Summary