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Adviser Profile

As of Date 03/28/2025
Adviser Type - Large advisory firm
Number of Employees 25 8.70%
of those in investment advisory functions 20
Registration SEC, Approved, 03/30/2012
AUM* 1,330,513,516 -3.99%
of that, discretionary 1,330,513,516 -3.99%
Private Fund GAV* 1,456,665,096 1.40%
Avg Account Size 20,469,439 56.58%
SMA’s No
Private Funds 65 41
Contact Info 617 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- Performance-based fees

Reported AUM

1B 1B 1B 806M 604M 403M 201M
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 Count65 GAV$1,456,665,096

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Brochure Summary