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Adviser Profile

As of Date 03/31/2025
Adviser Type - Large advisory firm
Number of Employees 5 -16.67%
of those in investment advisory functions 3 50.00%
Registration Massachusetts, Terminated, 08/13/2009
Other registrations (2)
AUM* 627,528,196 35.12%
of that, discretionary 604,628,196 37.19%
Private Fund GAV* 532,507 349.23%
Avg Account Size 551,916 29.06%
% High Net Worth 59.59% 1.44%
SMA’s Yes
Private Funds 1
Contact Info (61 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
- Other

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

519M 445M 371M 296M 222M 148M 74M
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$532,507

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Brochure Summary