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Adviser Profile

As of Date 03/28/2025
Adviser Type - Large advisory firm
Number of Employees 50 -1.96%
of those in investment advisory functions 38 -17.39%
Registration SEC, Approved, 12/03/1982
AUM* 5,012,664,360 12.09%
of that, discretionary 5,012,664,360 12.22%
Private Fund GAV* 20,513,617 -8.85%
Avg Account Size 2,332,557 12.40%
% High Net Worth 29.55% 0.76%
SMA’s Yes
Private Funds 1
Contact Info 617 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Investment companies
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

6B 5B 4B 3B 2B 2B 811M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count1 GAV$20,513,617

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Brochure Summary