| Total AUM | $3.84B |
| Discretionary | $3.84B100% of AUM |
| Client Accounts | 16 |
| Avg Account Size | $239.9M |
| Employees | 12 |
| Peak AUM | $5.44BMar 2021 |
| AUM CAGR | +13.4% /yrover 12 yrs · 28 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $3.8B | 0.5% | +6.8% | 6.5% | |
| Discretionary AUM | $3.8B | ||||
| Total AUM | $3.84B |
| Discretionary | $3.84B |
| Employees | 12 |
| Client Accounts | 16 |
Address
200 CLARENDON STREET
BOSTON MA 02116
Phone
857-702-0370
Filing History
28 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$3.8B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Total AUM
$3.8B
| 0.5% |
| +6.8% |
| 6.5% |
| Total Accounts | 16 | +14.3% | +9.5% | +9.5% |
| Avg Account Size | $240M | 13.0% | 2.5% | 14.7% |
| Employees | 12 | 0.0% | 2.5% | +5.7% |
| AUM / Employee | $320M | 0.5% | +9.5% | 11.6% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $3.8B | 0.6% | +6.8% | 6.0% | |
| Other AUM | $9M | +17.5% | 1.7% | 43.4% | |
Client Count Segments | |||||
| Pooled / Fund | 15 | +15.4% | +10.3% | +10.4% | |