| Total AUM | $337.7M |
| Discretionary | $337.7M100% of AUM |
| Client Accounts | 739 |
| Avg Account Size | $457K |
| Employees | 3 |
| Peak AUM | $337.7MMar 2026 |
| AUM CAGR | +13.1% /yrover 6 yrs · 14 filings |
Total AUM
$338M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $338M | +19.8% | +18.0% | +15.9% | |
| Discretionary AUM | |||||
| Total AUM | $337.7M |
| Discretionary | $337.7M |
| Employees | 3 |
| Client Accounts | 739 |
| Client Range | 101-250 |
Address
ONE BOSTON PLACE
BOSTON MA 02108-4420
Phone
617-933-7257
Filing History
14 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$338M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 1.5pp vs 1 year ago
No related registrations reported
| $338M |
| +21.7% |
| +19.1% |
| +16.0% |
| Total Accounts | 739 | +5.7% | +4.3% | +6.6% |
| Avg Account Size | $456,996.76 | +13.4% | +13.1% | +8.8% |
| Employees | 3 | 0.0% | 0.0% | 0.0% |
| AUM / Employee | $113M | +19.8% | +18.0% | +15.9% |
Client AUM Segments | |||||
| Wealth AUM | $330M | +19.5% | +18.3% | +16.2% | |
| Institutional AUM | $8M | +36.9% | +6.6% | +7.1% | |
Client Count Segments | |||||
| HNW Clients | 72 | +7.5% | +8.1% | +7.6% | |
| Institutional | 6 | +20.0% | 9.1% | 9.7% | |
| Individuals | 93 | +6.9% | +1.1% | +7.8% | |