| Total AUM | $14.90B |
| Discretionary | $14.90B100% of AUM |
| Client Accounts | 30 |
| Avg Account Size | $496.8M |
| Employees | 1 |
| Peak AUM | $17.10BMar 2024 |
| AUM CAGR | +17.0% /yrover 14 yrs · 28 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $14.9B | 3.7% | 3.4% | +2.8% | |
| Discretionary AUM | $14.9B | ||||
| Total AUM | $14.90B |
| Discretionary | $14.90B |
| Employees | 1 |
| Client Accounts | 30 |
Address
888 BOYLSTON STREET, SUITE 1600
BOSTON MA 02199-8193
Phone
617-859-2959
Filing History
28 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$14.9B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
Total AUM
$14.9B
| 3.7% |
| 3.4% |
| +2.8% |
| Total Accounts | 30 | 11.8% | 0.0% | +2.9% |
| Avg Account Size | $497M | +9.1% | 3.4% | 0.1% |
| Employees | 1 | 0.0% | 78.5% | 59.4% |
| AUM / Employee | $14.9B | 3.7% | +349.6% | +153.3% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $14.9B | 3.7% | 3.4% | +2.8% | |
Client Count Segments | |||||
| Pooled / Fund | 30 | 11.8% | 0.0% | +2.9% | |