Adviser Profile

As of Date 01/02/2024
Registration status Terminated
ADV Location BOSTON, MA, United States
Contact Info 617 xxxxxxx
Websites
AUM* 11,317,581 -31%
of that, discretionary 11,317,581 -31%
Number of Employees 1 -67%
of those in investment advisory functions 1 -50%
Private Fund GAV* 0
Avg Account Size 5,658,791 -31%
SMA’s No
Private Funds 0

Adviser Type

- An investment adviser (or subadviser) to an investment company

Client Types

- Investment companies

Advisory Activities

- Portfolio management for investment companies

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

16M 14M 12M 9M 7M 5M 2M
2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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