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Adviser Profile

Registration status Terminated
As of Date 03/04/2025
Adviser Type - Large advisory firm
Number of Employees 6 -25.00%
of those in investment advisory functions 4 -33.33%
AUM* 196,262,990 -3.62%
of that, discretionary 196,262,990 -3.62%
Private Fund GAV* 0 -100.00%
Avg Account Size 65,420,997 -3.62%
SMA’s No
Private Funds 0 1
Contact Info 617 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

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

Reported AUM

206M 177M 147M 118M 88M 59M 29M
2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Brochure Summary