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Adviser Profile

As of Date 03/31/2026
Registration SEC, Approved, 06/23/2022
ADV Location ANDOVER, MA, United States
Contact Info 978 xxxxxxx
Websites
AUM* 910,776,734 36%
of that, discretionary 910,776,734 36%
Number of Employees 67 8%
of those in investment advisory functions 24 -8%
Private Fund GAV* 0
Avg Account Size 910,776,734 36%
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
- Performance-based fees

Reported AUM

911M 781M 651M 520M 390M 260M 130M
2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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