| Total AUM | $15.22B |
| Discretionary | $14.79B97% of AUM |
| Non-Discretionary | $437.7M |
| Client Accounts | 23,756 |
| Avg Account Size | $641K |
| Employees | 152 |
| Peak AUM | $15.22BMar 2026 |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $15.2B | +63.7% | +40.8% | +38.0% | |
| Discretionary AUM | |||||
| Total AUM | $15.22B |
| Discretionary | $14.79B |
| Employees | 152 |
| Client Accounts | 23756 |
| Client Range | More than 500 |
Address
155 SEAPORT BLVD
BOSTON MA 02210
Phone
(617) 428-7600
Filing History
41 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$14.8B
97.1% of AUM
Non-Discretionary
$438M
2.9% of AUM
Disc. mix ▼ 1.8pp vs 1 year ago
Custody
Total AUM
$15.2B
| $14.8B |
| +60.6% |
| +39.7% |
| +37.3% |
| Non-Disc. AUM | $438M | +354.2% | +170.7% | +101.0% |
| Total Accounts | 24k | +85.1% | +29.5% | +39.5% |
| Avg Account Size | $640,870.823 | 11.6% | +8.8% | 1.1% |
| Employees | 152 | +38.2% | +27.7% | +34.9% |
| AUM / Employee | $100M | +18.4% | +10.3% | +2.3% |
Client AUM Segments | |||||
| Wealth AUM | $14.4B | +65.9% | +44.6% | +38.1% | |
| Institutional AUM | $485M | +73.7% | +40.3% | +43.8% | |
| Fund / Pooled AUM | $33M | 11.0% | 28.2% | 18.1% | |
| Other AUM | $304M | 0.3% | 8.8% | — | |
Client Count Segments | |||||
| HNW Clients | 3k | +169.5% | +45.8% | +72.3% | |
| Institutional | 108 | +125.0% | +53.1% | +57.9% | |
| Pooled / Fund | 1 | 80.0% | 29.3% | 0.0% | |
| Individuals | 3k | +58.3% | +34.8% | +34.9% | |