Adviser Profile

As of Date 09/25/2025
Registration SEC, Approved, 06/13/1983
ADV Location LINCOLN, MA, United States
Contact Info 781 xxxxxxx
AUM* 3,089,429,330 -32%
of that, discretionary 3,089,429,330 -35%
Number of Employees 13 30%
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 3,089,429,330 -35%
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
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

6B 5B 4B 3B 2B 2B 831M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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