| As of Date | 03/31/2025 |
| ADV Location | ANDOVER, MA, United States |
| Adviser Type - An investment adviser (or subadviser) to an investment company | |
| Number of Employees | 72 38% |
| of those in investment advisory functions | 26 13% |
| Registration | SEC, Approved, 06/23/2022 |
| AUM* | 709,658,952 6% |
| of that, discretionary | 709,658,952 5% |
| Private Fund GAV* | 0 |
| Avg Account Size | 709,658,952 5% |
| SMA’s | No |
| Private Funds | 0 |
| Contact Info | 978 xxxxxxx |
| Websites |
- Investment companies
- Portfolio management for investment companies
- A percentage of assets under your management
- Performance-based fees
No private funds