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Adviser Profile

As of Date 03/19/2026
Registration SEC, Approved, 03/05/2013
Other registrations (2)
ADV Location GREAT BARRINGTON, MA, United States
Contact Info 212 xxxxxxx
Websites
AUM* 280,098,256 4%
of that, discretionary 280,098,256 8%
Number of Employees 3 50%
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 989,746 -13%
% High Net Worth 88.52% 4%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

280M 240M 200M 160M 120M 80M 40M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary