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Adviser Profile

As of Date 03/27/2025
Adviser Type - Large advisory firm
Number of Employees 8
of those in investment advisory functions 3 -25.00%
Registration Massachusetts, Terminated, 03/10/2005
Other registrations (1)
AUM* 124,822,314 36.35%
of that, discretionary 124,822,314 36.35%
Private Fund GAV* 71,070,331 -0.91%
Avg Account Size 3,120,558 -7.97%
% High Net Worth 55.00% 4.21%
SMA’s Yes
Private Funds 7 1
Contact Info 781 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Charitable organizations
- Other

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

93M 79M 66M 53M 40M 26M 13M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count3 GAV$53,051,963
Fund TypeOther Private Fund Count4 GAV$18,018,368

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Brochure Summary