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Adviser Profile

As of Date 04/15/2024
Adviser Type - Large advisory firm
Number of Employees 8
of those in investment advisory functions 5
Registration SEC, Approved, 08/05/2008
AUM* 615,686,680 19.93%
of that, discretionary 615,686,680 19.93%
Private Fund GAV* 71,563,193
Avg Account Size 1,800,253 24.84%
% High Net Worth 57.35% -0.66%
SMA’s Yes
Private Funds 1
Contact Info 978 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Charitable organizations
- Other

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

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

Reported AUM

764M 655M 545M 436M 327M 218M 109M
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$71,563,193

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Brochure Summary