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Company Profile

As of Date 03/31/2026
ADV Location United States, MA
Adviser Type - Large advisory firm
- Related adviser
Number of Employees 4
of those in investment advisory functions 4
AUM* 14,972,865,423 -14%
of that, discretionary 14,972,865,423 -14%
Private Fund GAV* 14,972,865,423 -6%
Avg Account Size 467,902,044 20%
SMA’s No
Private Funds 35 11
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

17B 15B 12B 10B 7B 5B 2B
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 Count3 GAV$1,645,868,923
Fund TypePrivate Equity Fund Count32 GAV$13,326,996,500

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