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Adviser Profile

As of Date 03/31/2025
Adviser Type - Large advisory firm
Number of Employees 21 31.25%
of those in investment advisory functions 19 35.71%
Registration SEC, Approved, 03/30/2012
AUM* 2,074,345,433 -2.34%
of that, discretionary 2,074,345,433 -2.34%
Private Fund GAV* 1,199,970,786 6.95%
Avg Account Size 691,448,478 -2.34%
SMA’s No
Private Funds 3
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 910M 607M 303M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count3 GAV$1,199,970,786

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Brochure Summary