| As of Date | 08/06/2025 |
| Registration | SEC, Approved, 08/04/1992 |
| ADV Location | BOSTON, MA, United States |
| Contact Info | 617 xxxxxxx |
| Websites |
| AUM* | 201,358,536,273 7% |
| of that, discretionary | 200,700,456,023 7% |
| Private Fund GAV* | 0 -100% |
| Avg Account Size | 40,711,390 -18% |
| % High Net Worth | 2.79% -3% |
| SMA’s | Yes |
| Private Funds | 0 1 |
Number of Employees 270 10%
of those in investment advisory functions 144 4%
- 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
- 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
- A percentage of assets under your management
- Performance-based fees