| Total AUM | $254.2M |
| Discretionary | $254.2M100% of AUM |
| Client Accounts | 369 |
| Avg Account Size | $689K |
| Employees | 5 |
| Peak AUM | $254.2MMar 2026 |
| AUM CAGR | +16.6% /yrover 6 yrs · 13 filings |
Total AUM
$254M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $254M | +24.1% | +27.2% | +16.7% | |
| Discretionary AUM | |||||
| Total AUM | $254.2M |
| Discretionary | $254.2M |
| Employees | 5 |
| Client Accounts | 369 |
| Client Range | 0 |
Address
900 CUMMINGS CENTER
BEVERLY MA 01915
Phone
978-922-0050
Filing History
13 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$254M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
No related registrations reported
| $254M |
| +24.1% |
| — |
| — |
| Total Accounts | 369 | +276.5% | +18.1% | +11.9% |
| Avg Account Size | $688,758.547 | 67.0% | +7.7% | +4.3% |
| Employees | 5 | 16.7% | 10.6% | 3.6% |
| AUM / Employee | $51M | +48.9% | +42.3% | +21.1% |
Client AUM Segments | |||||
| Wealth AUM | $218M | +24.8% | +28.1% | +17.8% | |
| Institutional AUM | $36M | +24.3% | +23.9% | +11.3% | |
Client Count Segments | |||||
| HNW Clients | 64 | +36.2% | +23.5% | +13.5% | |
| Institutional | 26 | +160.0% | — | +39.1% | |
| Individuals | 39 | +21.9% | +16.0% | +6.9% | |