| Total AUM | $319.7M |
| Discretionary | $319.7M100% of AUM |
| Client Accounts | 2 |
| Avg Account Size | $159.9M |
| Employees | 5 |
| Peak AUM | $319.7MApr 2026 |
| AUM CAGR | +21.1% /yrover 6 yrs · 11 filings |
Total AUM
$320M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $320M | +58.5% | +29.3% | +24.6% | |
| Discretionary AUM | |||||
| Total AUM | $319.7M |
| Discretionary | $319.7M |
| Employees | 5 |
| Client Accounts | 2 |
Address
ONE BOSTON PLACE, 201 WASHINGTON STREET
BOSTON MA 02108
Phone
617-841-7705
Filing History
11 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$320M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
| $320M |
| +58.5% |
| +29.3% |
| +24.6% |
| Total Accounts | 2 | 87.5% | +25.2% | +14.6% |
| Avg Account Size | $160M | +1167.7% | +3.3% | +8.7% |
| Employees | 5 | 0.0% | +18.0% | +19.8% |
| AUM / Employee | $64M | +58.5% | +9.5% | +4.1% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $298M | +61.0% | +26.3% | +22.9% | |
| Other AUM | $22M | +30.6% | — | — | |
Client Count Segments | |||||
| Pooled / Fund | 1 | 0.0% | 0.0% | 0.0% | |