| Total AUM | $1.11B |
| Discretionary | $1.11B100% of AUM |
| Client Accounts | 4 |
| Avg Account Size | $277.9M |
| Employees | 100 |
| Peak AUM | $1.11BMar 2026 |
Total AUM
$1.1B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.1B | +115.8% | — | — | |
| Discretionary AUM | $1.1B | ||||
| Total AUM | $1.11B |
| Discretionary | $1.11B |
| Employees | 100 |
| Client Accounts | 4 |
Address
888 BOYLSTON STREET, SUITE 1600
BOSTON MA 02199-8193
Phone
(617) 859-2959
Filing History
7 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$1.1B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| — |
| — |
| Total Accounts | 4 | +100.0% | — | — |
| Avg Account Size | $278M | +7.9% | — | — |
| Employees | 100 | +12.4% | 0.0% | — |
| AUM / Employee | $11M | +92.0% | — | — |
Client AUM Segments | |||||
| Fund / Pooled AUM | $1.1B | +115.8% | — | — | |
Client Count Segments | |||||
| Pooled / Fund | 4 | +100.0% | +50.1% | — | |