| Total AUM | $13.19B |
| Discretionary | $13.19B100% of AUM |
| Client Accounts | 11 |
| Avg Account Size | $1.20B |
| Employees | 31 |
| Peak AUM | $13.19BMar 2026 |
| AUM CAGR | +22.4% /yrover 7 yrs · 21 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $13.2B | +34.6% | +24.6% | +21.8% | |
| Discretionary AUM | |||||
| Total AUM | $13.19B |
| Discretionary | $13.19B |
| Employees | 31 |
| Client Accounts | 11 |
Address
314 MAIN STREET
CAMBRIDGE MA 02142
Phone
617-949-2200
Filing History
21 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$13.2B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
Total AUM
$13.2B
| $13.2B |
| +34.6% |
| +24.6% |
| +21.8% |
| Total Accounts | 11 | +22.2% | +16.3% | +40.6% |
| Avg Account Size | $1.2B | +10.1% | +7.2% | 13.4% |
| Employees | 31 | +6.9% | +7.4% | +5.3% |
| AUM / Employee | $425M | +25.9% | +16.0% | +15.8% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $13.2B | +34.6% | +24.6% | +21.8% | |
Client Count Segments | |||||
| Pooled / Fund | 11 | +22.2% | +16.3% | +40.6% | |