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Adviser Profile

As of Date 03/31/2025
Adviser Type - Large advisory firm
Number of Employees 68
of those in investment advisory functions 67 1.52%
Registration SEC, Approved, 02/28/2014
AUM* 10,975,600,000 -6.15%
of that, discretionary 10,975,600,000 -6.15%
Private Fund GAV* 10,975,620,000 -27.14%
Avg Account Size 288,831,579 -1.21%
SMA’s No
Private Funds 38 2
Contact Info 617 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Selection of other advisers

Compensation Arrangments

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

Reported AUM

12B 10B 8B 7B 5B 3B 2B
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 Count7 GAV$6,299,600,000
Fund TypeVenture Capital Fund Count31 GAV$4,676,020,000

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Brochure Summary