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Adviser Profile

As of Date 03/21/2025
Adviser Type - Large advisory firm
Number of Employees 21 5.00%
of those in investment advisory functions 19 -5.00%
Registration SEC, Approved, 06/17/2016
AUM* 1,232,686,668 77.15%
of that, discretionary 1,232,686,668 77.15%
Private Fund GAV* 1,232,686,668 2.92%
Avg Account Size 154,085,834 32.86%
SMA’s No
Private Funds 8 2
Contact Info 781 xxxxxxx
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

696M 596M 497M 398M 298M 199M 99M
2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeReal Estate Fund Count8 GAV$1,232,686,668

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Brochure Summary