| Total AUM | $2.38B |
| Discretionary | $348.6M15% of AUM |
| Non-Discretionary | $2.04B |
| Client Accounts | 46 |
| Avg Account Size | $51.8M |
| Employees | 33 |
| Peak AUM | $2.38BMar 2026 |
| AUM CAGR | +82.9% /yrover 2 yrs · 7 filings |
Total AUM
$2.4B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $2.4B | +49.5% | — | — | |
| Discretionary AUM | $349M | ||||
| Total AUM | $2.38B |
| Discretionary | $348.6M |
| Employees | 33 |
| Client Accounts | 46 |
| Client Range | 26-50 |
Address
200 CLARENDON STREET 35TH FL
BOSTON MA 02116-5040
Phone
617-227-0050
Filing History
7 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$349M
14.6% of AUM
Non-Discretionary
$2.0B
85.4% of AUM
Disc. mix ▼ 16.3pp vs 1 year ago
Custody
| — |
| — |
| Non-Disc. AUM | $2.0B | +84.8% | — | — |
| Total Accounts | 46 | +109.1% | — | — |
| Avg Account Size | $52M | 28.5% | — | — |
| Employees | 33 | 0.0% | +9.9% | — |
| AUM / Employee | $72M | +49.5% | — | — |
Client AUM Segments | |||||
| Wealth AUM | $2.0B | +88.9% | — | — | |
| Institutional AUM | $77M | +19.3% | — | — | |
| Fund / Pooled AUM | $349M | 29.4% | — | — | — |
Client Count Segments | |||||
| Institutional | 3 | +200.0% | — | — | — |
| Pooled / Fund | 6 | +100.0% | — | — | — |
| Individuals | 37 | +105.6% | — | — | |