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Adviser Profile

As of Date 03/26/2025
Adviser Type - Large advisory firm
- An investment adviser (or subadviser) to an investment company
Number of Employees 30 -9.09%
of those in investment advisory functions 10 -9.09%
Registration SEC, Approved, 10/18/2013
AUM* 17,052,370,000 24.74%
of that, discretionary 17,052,370,000 24.74%
Private Fund GAV* 649,000,000 1.92%
Avg Account Size 135,336,270 21.77%
% High Net Worth 0.79% 100.00%
SMA’s Yes
Private Funds 4 1
Contact Info 617 xxxxxxx
Websites

Client Types

- High net worth individuals
- Investment companies
- Pooled investment vehicles
- Pension and profit sharing plans
- State or municipal government entities
- Insurance companies
- Corporations or other businesses not listed above
- Other

Advisory Activities

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

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

15B 13B 11B 8B 6B 4B 2B
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeOther Private Fund Count4 GAV$649,000,000

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Brochure Summary