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Adviser Profile

As of Date 03/29/2024
Adviser Type - Large advisory firm
Number of Employees 14 -6.67%
of those in investment advisory functions 6
Registration SEC, Approved, 11/10/1988
AUM* 2,114,986,938 4.13%
of that, discretionary 2,114,986,938 4.13%
Private Fund GAV* 728,968,787
Avg Account Size 5,716,181 -2.90%
% High Net Worth 78.92% 8.47%
SMA’s Yes
Private Funds 6
Contact Info 617 xxxxxxx

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Charitable organizations

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

2B 2B 2B 1B 947M 631M 316M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeOther Private Fund Count6 GAV$728,968,787

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Brochure Summary