Adviser Profile

As of Date 02/10/2026
Registration SEC, Approved, 05/20/2004
ADV Location CONCORD, MA, United States
Contact Info (31 xxxxxxx
Websites
AUM* 73,724,628 -16%
of that, discretionary 73,724,628 -16%
Number of Employees 2 -50%
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 36,862,314 -16%
SMA’s No
Private Funds 0

Adviser Type

- An investment adviser (or subadviser) to an investment company

Client Types

- Investment companies

Advisory Activities

- Portfolio management for investment companies

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

253M 217M 181M 145M 108M 72M 36M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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