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Adviser Profile

As of Date 06/26/2024
Adviser Type - Large advisory firm
Number of Employees 53 -10.17%
of those in investment advisory functions 28 -12.50%
Registration SEC, Approved, 03/29/2012
AUM* 1,592,240,629 -14.66%
of that, discretionary 1,592,240,629 -14.66%
Private Fund GAV* 810,549,189
Avg Account Size 530,746,876 -14.66%
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 1B 1B 800M 533M 267M
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 Count3 GAV$810,549,189

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Brochure Summary