| Total AUM | $706.5M |
| Discretionary | $706.5M100% of AUM |
| Client Accounts | 5 |
| Avg Account Size | $141.3M |
| Employees | 12 |
| Peak AUM | $706.5MMar 2026 |
| AUM CAGR | +25.0% /yrover 8 yrs · 15 filings |
Total AUM
$707M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $707M | +6.9% | +4.3% | +11.3% | |
| Discretionary AUM | $707M | ||||
| Total AUM | $706.5M |
| Discretionary | $706.5M |
| Employees | 12 |
| Client Accounts | 5 |
Address
177 HUNTINGTON AVE
BOSTON MA 02115
Phone
(617) 765-4770
Filing History
15 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$707M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| +6.9% |
| +4.3% |
| +11.3% |
| Total Accounts | 5 | 0.0% | 0.0% | 6.5% |
| Avg Account Size | $141M | +6.9% | +4.3% | +19.1% |
| Employees | 12 | 0.0% | +6.3% | +11.4% |
| AUM / Employee | $59M | +6.9% | 1.9% | 0.0% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $707M | +6.9% | +4.3% | +11.3% | |
Client Count Segments | |||||
| Pooled / Fund | 5 | 0.0% | 0.0% | 6.5% | |