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Adviser Profile

As of Date 01/29/2025
Adviser Type - Large advisory firm
Number of Employees 12
of those in investment advisory functions 8 14.29%
Registration SEC, Approved, 03/19/2015
AUM* 1,841,679,227 21.67%
of that, discretionary 1,841,679,227 21.67%
Private Fund GAV* 1,841,679,227
Avg Account Size 920,839,614 21.67%
SMA’s No
Private Funds 8 6
Contact Info 617 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

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

Reported AUM

2B 2B 2B 1B 1B 674M 337M
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 Count6 GAV$1,780,814,204
Fund TypePrivate Equity Fund Count2 GAV$60,865,023

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Brochure Summary