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Adviser Profile

As of Date 03/28/2025
Adviser Type - Large advisory firm
Number of Employees 16 -11.11%
of those in investment advisory functions 10 -9.09%
Registration SEC, Approved, 06/18/1999
AUM* 5,548,153,000 26.44%
of that, discretionary 111,964,000 38.91%
Private Fund GAV* 14,400,000 -4.83%
Avg Account Size 26,802,671 24.00%
% High Net Worth 47.34% 4.46%
SMA’s Yes
Private Funds 1
Contact Info 617 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Corporations or other businesses not listed above
- Other

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

Reported AUM

5B 4B 3B 3B 2B 1B 682M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count1 GAV$14,400,000

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