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Adviser Profile

As of Date 07/31/2024
Adviser Type - Large advisory firm
Number of Employees 30 50.00%
of those in investment advisory functions 19 46.15%
Registration SEC, Approved, 03/01/2021
AUM* 1,855,576,477 111.69%
of that, discretionary 1,855,576,477 111.69%
Private Fund GAV* 1,646,718,123 133.69%
Avg Account Size 463,894,119 111.69%
SMA’s No
Private Funds 2
Contact Info 617 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Selection of other advisers

Compensation Arrangments

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

Reported AUM

Discretionary
Non-discretionary
877M 751M 626M 501M 376M 250M 125M
2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count2 GAV$1,646,718,123

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Brochure Summary