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Adviser Profile

As of Date 03/31/2025
Adviser Type - Large advisory firm
Number of Employees 23 43.75%
of those in investment advisory functions 17 30.77%
Registration SEC, Approved, 11/29/1996
AUM* 8,875,554,325 68.91%
of that, discretionary 8,020,927,249 75.90%
Private Fund GAV* 202,458,919 295.57%
Avg Account Size 2,305,339 12.75%
% High Net Worth 77.63% -7.09%
SMA’s Yes
Private Funds 4 2
Contact Info 617 xxxxxxx
Websites

Client Types

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

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Selection of other advisers
- Publication of periodicals or newsletters

Compensation Arrangments

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

Reported AUM

6B 5B 4B 3B 2B 2B 822M
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 Count4 GAV$202,458,919

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Brochure Summary