| 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 |
- Pooled investment vehicles
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
- Performance-based fees
| Fund Type | Count | GAV |
|---|---|---|
| Fund TypeHedge Fund | Count3 | GAV$1,645,868,923 |
| Fund TypePrivate Equity Fund | Count32 | GAV$13,326,996,500 |