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Adviser Profile

As of Date 02/27/2025
Adviser Type - Large advisory firm
Number of Employees 6
of those in investment advisory functions 3
Registration SEC, Approved, 09/21/2001
AUM* 688,779,402 -35.56%
of that, discretionary 688,779,402 -35.56%
Private Fund GAV* 688,779,402 -18.65%
Avg Account Size 68,877,940 -35.56%
SMA’s No
Private Funds 10
Contact Info 617 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles
- Selection of other advisers

Compensation Arrangments

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

Reported AUM

2B 2B 2B 1B 990M 660M 330M
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 Count10 GAV$688,779,402

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Brochure Summary