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Adviser Profile

As of Date 03/29/2024
Adviser Type - Large advisory firm
Number of Employees 32 3.23%
of those in investment advisory functions 10 11.11%
Registration SEC, Approved, 02/09/1972
AUM* 2,776,205,185 7.76%
of that, discretionary 2,776,205,185 7.76%
Private Fund GAV* 35,819,606 -0.02%
Avg Account Size 1,526,226 5.15%
% High Net Worth 8.62% -0.50%
SMA’s Yes
Private Funds 7 1
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

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 Count7 GAV$35,819,606

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Stck Ticker03027X100 Stock NameAMERICAN TOWER CORP NEW $ Position$37,714,761 % Position2.00% $ Change-21.00% # Change-1.00%

Brochure Summary