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Adviser Profile

As of Date 11/21/2024
Adviser Type - Large advisory firm
Number of Employees 9 12.50%
of those in investment advisory functions 8 14.29%
Registration SEC, Approved, 01/02/2013
AUM* 546,197,247 44.10%
of that, discretionary 546,197,247 44.10%
Private Fund GAV* 569,251,578
Avg Account Size 34,137,328 17.08%
SMA’s No
Private Funds 16 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

379M 325M 271M 217M 162M 108M 54M
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 Count16 GAV$569,251,578

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Brochure Summary