| As of Date | 03/27/2026 |
| Registration | SEC, Approved, 06/19/2007 |
| ADV Location | BOSTON, MA, United States |
| Contact Info | 617 xxxxxxx |
| Websites |
| AUM* | 820,745,015 45% |
| of that, discretionary | 820,745,015 45% |
| Number of Employees | 8 |
| of those in investment advisory functions | 6 |
| Private Fund GAV* | 0 |
| Avg Account Size | 6,079,593 25% |
| % High Net Worth | 68.12% -19% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Publication of periodicals or newsletters
- A percentage of assets under your management
No private funds
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name BERRY, DUNN, MCNEIL & PARKER, LLC | Filing Date11/20/2025 | Form ADV-E View Report |
| Accounting Firm Name BERRYDUNN | Filing Date09/25/2024 | Form ADV-E View Report |
| Accounting Firm Name BERRYDUNN | Filing Date10/19/2023 | Form ADV-E View Report |
| Adviser | Hedge Fund | Liquidity Fund | Private Equity Fund | Real Estate Fund | Securitized Asset Fund | Venture Capital Fund | Other Fund | Total Private Fund GAV | AUM | #Funds | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Adviser WEALTH DIMENSIONS FAMILY OFFICE, INC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM625.9m | #Funds- | |
| Adviser HD MONEY, INC. | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM386.1m | #Funds- | |
| Adviser JACOBS & COMPANY, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM1.2b | #Funds- | |
| Adviser FINANCIAL SOLUTIONS ADVISORY GROUP | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM935.0m | #Funds- | |
| Adviser BOSTON FAMILY OFFICE LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM2.0b | #Funds- | |
| Adviser REDBUD ADVISORS | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM367.8m | #Funds- | |
| Adviser BARRETT ASSET MANAGEMENT, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM67.1m | #Funds- | |
| Adviser VIRTUE ASSET MANAGEMENT LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM211.4m | #Funds- | |
| Adviser FORTE ASSET MANAGEMENT, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM315.2m | #Funds- | |
| Adviser NDVR | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM203.8m | #Funds- |
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker67066G104 | Stock NameNVIDIA CORPORATION | $ Position$96,300,890 | % Position14.00% | $ Change-7.00% | # Change0.00% |
| Stck Ticker02079K305 | Stock NameALPHABET INC | $ Position$51,032,986 | % Position7.00% | $ Change-8.00% | # Change0.00% |
| Stck Ticker037833100 | Stock NameAPPLE INC | $ Position$47,110,277 | % Position7.00% | $ Change-7.00% | # Change0.00% |
| Stck Ticker532457108 | Stock NameELI LILLY & CO | $ Position$51,107,940 | % Position7.00% | $ Change-14.00% | # Change0.00% |
| Stck Ticker219350105 | Stock NameCORNING INC | $ Position$35,200,458 | % Position5.00% | $ Change55.00% | # Change0.00% |
| Stck Ticker46625H100 | Stock NameJPMORGAN CHASE & CO | $ Position$32,516,741 | % Position5.00% | $ Change-9.00% | # Change0.00% |
| Stck Ticker512807306 | Stock NameLAM RESEARCH CORP | $ Position$35,092,160 | % Position5.00% | $ Change25.00% | # Change0.00% |
| Stck Ticker617446448 | Stock NameMORGAN STANLEY | $ Position$32,563,960 | % Position5.00% | $ Change-7.00% | # Change0.00% |
| Stck Ticker023135106 | Stock NameAMAZON COM INC | $ Position$26,810,806 | % Position4.00% | $ Change-10.00% | # Change0.00% |
| Stck Ticker92826C839 | Stock NameVISA INC | $ Position$18,908,135 | % Position3.00% | $ Change-14.00% | # Change0.00% |