| Total AUM | $3.27B |
| Discretionary | $3.27B100% of AUM |
| Client Accounts | 14 |
| Avg Account Size | $233.6M |
| Employees | 33 |
| Peak AUM | $4.62BMar 2023 |
| AUM CAGR | +7.6% /yrover 14 yrs · 23 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $3.3B | 5.9% | 10.9% | 5.4% | |
| Discretionary AUM | $3.3B | ||||
| Total AUM | $3.27B |
| Discretionary | $3.27B |
| Employees | 33 |
| Client Accounts | 14 |
Address
116 HUNTINGTON AVENUE
BOSTON MA 02116
Phone
(617) 412-2700
Filing History
23 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$3.3B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
Total AUM
$3.3B
| 5.9% |
| 10.9% |
| 5.4% |
| Total Accounts | 14 | +7.7% | 4.4% | +4.9% |
| Avg Account Size | $234M | 12.6% | 6.8% | 9.8% |
| Employees | 33 | +10.0% | 13.5% | 8.3% |
| AUM / Employee | $99M | 14.5% | +3.0% | +3.3% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $3.3B | 5.9% | 7.3% | 5.4% | |
Client Count Segments | |||||
| Pooled / Fund | 14 | +7.7% | 2.3% | +4.9% | |