| Total AUM | $9.10B |
| Discretionary | $9.10B100% of AUM |
| Client Accounts | 42 |
| Avg Account Size | $216.7M |
| Employees | 80 |
| Peak AUM | $9.10BMar 2026 |
| AUM CAGR | +6.8% /yrover 14 yrs · 39 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $9.1B | +69.6% | +23.0% | +12.6% | |
| Discretionary AUM | |||||
| Total AUM | $9.10B |
| Discretionary | $9.10B |
| Employees | 80 |
| Client Accounts | 42 |
Address
200 CLARENDON STREET
BOSTON MA 02116
Phone
617-406-6500
Filing History
39 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$9.1B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
Total AUM
$9.1B
| $9.1B |
| +69.6% |
| +23.0% |
| +12.6% |
| Total Accounts | 42 | +2.4% | +0.8% | 0.5% |
| Avg Account Size | $217M | +65.6% | +22.0% | +13.2% |
| Employees | 80 | +8.1% | +30.5% | +16.7% |
| AUM / Employee | $114M | +56.9% | 5.7% | 3.5% |
Client AUM Segments | |||||
| Institutional AUM | $1.5B | +26.3% | +26.2% | +14.6% | |
| Fund / Pooled AUM | $7.6B | +82.2% | +22.4% | +12.3% | |
Client Count Segments | |||||
| Pooled / Fund | 41 | +2.5% | +0.8% | +0.5% | |