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Adviser Profile

As of Date 03/27/2025
Adviser Type - Large advisory firm
Number of Employees 10
of those in investment advisory functions 7
Registration SEC, Approved, 04/16/2012
AUM* 240,520,183 2.18%
of that, discretionary 240,520,183 2.18%
Private Fund GAV* 172,207,840 4.57%
Avg Account Size 17,180,013 9.48%
% High Net Worth 85.71% -1.10%
SMA’s Yes
Private Funds 2
Contact Info 617 xxxxxxx
Websites

Client Types

- High net worth individuals
- Pooled investment vehicles

Advisory Activities

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

Compensation Arrangments

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

Reported AUM

344M 295M 246M 197M 147M 98M 49M
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 Count2 GAV$172,207,840

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Brochure Summary