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Adviser Profile

As of Date 03/28/2025
Adviser Type - Large advisory firm
Number of Employees 14 -26.32%
of those in investment advisory functions 6 -40.00%
Registration SEC, Approved, 08/14/2013
AUM* 1,131,699,470 -42.70%
of that, discretionary 1,131,699,470 -42.70%
Private Fund GAV* 1,131,699,539 -20.49%
Avg Account Size 125,744,386 -61.80%
SMA’s No
Private Funds 9 5
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

4B 3B 3B 2B 2B 1B 539M
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 Count9 GAV$1,131,699,539

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Brochure Summary