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Adviser Profile

As of Date 03/25/2026
Registration SEC, Approved, 08/04/1992
ADV Location BOSTON, MA, United States
Contact Info 617 xxxxxxx
Websites
AUM* 228,040,017,631 21%
of that, discretionary 228,003,022,485 21%
Number of Employees 267 9%
of those in investment advisory functions 146 6%
Private Fund GAV* 0
Avg Account Size 46,912,162 -5%
% High Net Worth 3.11% 9%
SMA’s Yes
Private Funds 0 1

Adviser Type

- Large advisory firm
- An investment adviser (or subadviser) to an investment company

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
- State or municipal government entities
- Insurance companies
- Sovereign wealth funds and foreign official institutions
- Corporations or other businesses not listed above
- Other

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

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

228B 195B 163B 130B 98B 65B 33B
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

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