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Adviser Profile

As of Date 03/29/2025
Adviser Type - Large advisory firm
Number of Employees 42 5.00%
of those in investment advisory functions 39 5.41%
Registration SEC, Approved, 03/28/2012
AUM* 2,379,030,618 8.20%
of that, discretionary 2,279,305,231 3.67%
Private Fund GAV* 2,379,030,618 5.15%
Avg Account Size 113,287,172 -17.56%
SMA’s No
Private Funds 24 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

2B 2B 2B 1B 942M 628M 314M
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 Count21 GAV$2,379,030,618
Fund TypeOther Private Fund Count3 GAV$

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