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Adviser Profile

As of Date 03/28/2024
Adviser Type - Large advisory firm
- An investment adviser (or subadviser) to an investment company
Number of Employees 13 8.33%
of those in investment advisory functions 5 25.00%
Registration SEC, Approved, 03/30/2012
AUM* 1,218,037,689 14.59%
of that, discretionary 1,218,037,689 14.59%
Private Fund GAV* 234,143,607 -23.03%
Avg Account Size 55,365,350 14.59%
% High Net Worth 72.73% -4.55%
SMA’s Yes
Private Funds 3
Contact Info 617 xxxxxxx
Websites

Client Types

- High net worth individuals
- Investment companies
- Pooled investment vehicles
- Charitable organizations

Advisory Activities

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

Compensation Arrangments

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

Reported AUM

2B 1B 1B 892M 669M 446M 223M
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 Count3 GAV$234,143,607

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