| As of Date | 03/31/2021 |
| Registration status | Terminated |
| ADV Location | BOSTON, MA, United States |
| Websites |
| AUM* | 207,828,200 |
| of that, discretionary | 207,828,200 |
| Private Fund GAV* | 0 |
| Avg Account Size | 23,092,022 |
| SMA’s | Yes |
| Private Funds | 0 8 |
Number of Employees 102
of those in investment advisory functions 32
- Pooled investment vehicles
- Corporations or other businesses not listed above
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- A percentage of assets under your management
- Performance-based fees