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Adviser Profile

As of Date 03/31/2025
Adviser Type - Large advisory firm
Number of Employees 33 6.45%
of those in investment advisory functions 10 11.11%
Registration SEC, Approved, 02/09/1972
AUM* 3,322,697,821 28.97%
of that, discretionary 3,322,697,821 28.97%
Private Fund GAV* 35,259,359 -1.58%
Avg Account Size 1,777,794 22.49%
% High Net Worth 10.17% 17.34%
SMA’s Yes
Private Funds 6 2
Contact Info 617 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

3B 2B 2B 2B 1B 829M 414M
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 Count6 GAV$35,259,359

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Brochure Summary