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Adviser Profile

As of Date 03/29/2024
Adviser Type - Large advisory firm
Number of Employees 4
of those in investment advisory functions 2
Registration Massachusetts, Terminated, 06/23/2004
Other registrations (1)
AUM* 213,526,007 -10.10%
of that, discretionary 213,032,523 7.16%
Private Fund GAV* 54,063,856
Avg Account Size 1,263,467 -7.44%
% High Net Worth 65.32% 2.76%
SMA’s Yes
Private Funds 2
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
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- 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

234M 201M 167M 134M 100M 67M 33M
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$53,570,372
Fund TypePrivate Equity Fund Count1 GAV$493,484

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Brochure Summary