| Total AUM | $11.10B |
| Discretionary | $11.10B100% of AUM |
| Client Accounts | 13 |
| Avg Account Size | $853.5M |
| Employees | 3 |
| Peak AUM | $11.10BMar 2026 |
Total AUM
$11.1B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $11.1B | +53.1% | +99.9% | +86.1% | |
| Discretionary AUM | |||||
| Total AUM | $11.10B |
| Discretionary | $11.10B |
| Employees | 3 |
| Client Accounts | 13 |
| Client Range | 0 |
Address
201 WASHINGTON STREET
BOSTON MA 02108
Phone
212-635-6980
Filing History
19 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$11.1B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
| $11.1B |
| +53.1% |
| +99.9% |
| +86.1% |
| Total Accounts | 13 | 0.0% | 4.7% | +10.2% |
| Avg Account Size | $854M | +53.1% | +109.7% | +68.8% |
| Employees | 3 | 0.0% | 15.7% | 9.7% |
| AUM / Employee | $3.7B | +53.1% | +137.0% | +106.1% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $11.1B | +53.1% | +99.9% | +86.1% | |
Client Count Segments | |||||
| Pooled / Fund | 13 | 0.0% | 4.7% | +10.2% | |