Revenue | {{ Info.Revenue | formatUSD }} |
Headquarters | {{ Info.Headquarters }} |
Registration status | Terminated |
As of Date | 04/15/2022 |
Adviser Type - Large advisory firm | |
Number of Employees | 10 |
of those in investment advisory functions | 1 |
AUM* | 270,376,048 |
of that, discretionary | 270,376,048 |
Private Fund GAV* | 0 |
Avg Account Size | 135,188,024 |
SMA’s | No |
Private Funds | 0 2 |
Contact Info | 617 xxxxxxx |
Websites |
- Pooled investment vehicles
- Portfolio management for pooled investment vehicles
- Selection of other advisers
- A percentage of assets under your management
- Performance-based fees