| Total AUM | $8.94B |
| Discretionary | $8.94B100% of AUM |
| Client Accounts | 27 |
| Avg Account Size | $331.2M |
| Employees | 93 |
| Peak AUM | $9.64BDec 2024 |
| AUM CAGR | +8.5% /yrover 24 yrs · 56 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $8.9B | 7.3% | +5.8% | +10.9% | |
| Discretionary AUM | $8.9B | ||||
| Total AUM | $8.94B |
| Discretionary | $8.94B |
| Employees | 93 |
| Client Accounts | 27 |
Address
30 PENHALLOW STREET, SUITE 400
PORTSMOUTH NH 03801
Phone
603-431-8022
Filing History
56 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$8.9B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.2pp vs 1 year ago
Total AUM
$8.9B
| 7.0% |
| +5.8% |
| +10.9% |
| Total Accounts | 27 | +42.1% | +10.5% | +9.7% |
| Avg Account Size | $331M | 34.7% | 4.2% | +1.1% |
| Employees | 93 | 17.7% | 3.7% | +8.4% |
| AUM / Employee | $96M | +12.7% | +9.9% | +2.3% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $8.8B | 0.2% | +7.4% | +10.9% | |
| Other AUM | $128M | 84.1% | 32.6% | +7.4% | |
Client Count Segments | |||||
| Pooled / Fund | 19 | +58.3% | +20.0% | +11.6% | |