| Total AUM | $144.8M |
| Discretionary | $144.8M100% of AUM |
| Client Accounts | 14 |
| Avg Account Size | $10.3M |
| Employees | 5 |
| Peak AUM | $442.1MMar 2023 |
| AUM CAGR | -1.8% /yrover 6 yrs · 21 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $145M | 8.4% | 31.1% | 9.2% | |
| Discretionary AUM | $145M | ||||
| Total AUM | $144.8M |
| Discretionary | $144.8M |
| Employees | 5 |
| Client Accounts | 14 |
Address
21 CUSTOM HOUSE STREET
BOSTON MA 02110
Phone
617-589-3652
Filing History
21 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$145M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
Total AUM
$145M
| 8.4% |
| 31.1% |
| 9.2% |
| Total Accounts | 14 | 0.0% | 2.3% | +18.5% |
| Avg Account Size | $10M | 8.4% | 29.5% | 23.3% |
| Employees | 5 | +25.0% | 5.9% | +4.6% |
| AUM / Employee | $29M | 26.7% | 26.7% | 13.2% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $145M | 8.4% | 31.1% | 9.2% | |
Client Count Segments | |||||
| Pooled / Fund | 14 | 0.0% | 2.3% | +18.5% | |