| Total AUM | $411.4M |
| Discretionary | $411.4M100% of AUM |
| Client Accounts | 7 |
| Avg Account Size | $58.8M |
| Employees | 14 |
| Peak AUM | $507.4MMar 2022 |
| AUM CAGR | -1.6% /yrover 13 yrs · 21 filings |
Total AUM
$411M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $411M | 9.6% | +0.5% | 5.1% | |
| Discretionary AUM | |||||
| Total AUM | $411.4M |
| Discretionary | $411.4M |
| Employees | 14 |
| Client Accounts | 7 |
Address
800 SOUTH STREET
WALTHAM MA 02453
Phone
617-266-0030
Filing History
21 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$411M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| $411M |
| 9.6% |
| +0.5% |
| 5.1% |
| Total Accounts | 7 | +40.0% | +11.9% | +3.9% |
| Avg Account Size | $59M | 35.4% | 10.2% | 8.7% |
| Employees | 14 | 0.0% | +5.3% | +6.2% |
| AUM / Employee | $29M | 9.6% | 4.5% | 10.7% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $411M | 9.6% | +0.5% | 5.1% | |
Client Count Segments | |||||
| Pooled / Fund | 7 | +40.0% | +11.9% | +3.9% | |