| As of Date | 03/31/2026 |
| ADV Location | BOSTON, MA, United States |
|
Adviser Type
- Large advisory firm - An investment adviser (or subadviser) to an investment company - An investment adviser to a company which has elected to be a business development company |
|
| Number of Employees | 682 22% |
| of those in investment advisory functions | 272 20% |
| Registration | SEC, Approved, 02/16/2016 |
| AUM* | 3,647,381,756 19% |
| of that, discretionary | 3,647,381,756 19% |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,215,793,919 -21% |
| SMA’s | No |
| Private Funds | 0 |
| Contact Info | 617 xxxxxxx |
| Websites |
- Investment companies
- Business development companies
- Portfolio management for investment companies
- A percentage of assets under your management
- Performance-based fees
No private funds