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Adviser Profile

As of Date 03/24/2025
Adviser Type - Large advisory firm
Number of Employees 8 -33.33%
of those in investment advisory functions 4 -20.00%
Registration SEC, Approved, 02/23/2012
AUM* 252,349,706 -46.45%
of that, discretionary 246,497,050 -46.68%
Private Fund GAV* 252,349,706 -27.06%
Avg Account Size 31,543,713 13.78%
SMA’s Yes
Private Funds 8 8
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

Reported AUM

1B 1B 986M 789M 592M 394M 197M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeReal Estate Fund Count8 GAV$252,349,706

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Brochure Summary