Adviser Profile

As of Date 09/20/2023
Registration status Terminated
Contact Info 617 xxxxxxx
Websites
AUM* 34,400,000 53%
of that, discretionary 34,400,000 53%
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 34,400,000 53%
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

34M 29M 25M 20M 15M 10M 5M
2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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