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Adviser Profile

As of Date 03/22/2024
Adviser Type - Large advisory firm
Number of Employees 9 -57.14%
of those in investment advisory functions 7 -50.00%
Registration SEC, Approved, 4/1/2010
AUM* 815,264,856 -27.92%
of that, discretionary 815,264,856 -27.92%
Private Fund GAV* 815,264,856 -27.92%
Avg Account Size 50,954,054 -27.92%
SMA’s No
Private Funds 12
Contact Info 617 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

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

Recent News

Reported AUM

Discretionary
Non-discretionary
2B 2B 1B 1B 826M 551M 275M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count12 GAV$815,264,856

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