| Total AUM | $919.1M |
| Discretionary | $919.1M100% of AUM |
| Client Accounts | 4 |
| Avg Account Size | $229.8M |
| Employees | 24 |
| Peak AUM | $1.05BMar 2025 |
| AUM CAGR | -0.2% /yrover 15 yrs · 23 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $919M | 12.2% | +1.9% | +0.9% | |
| Discretionary AUM | |||||
| Total AUM | $919.1M |
| Discretionary | $919.1M |
| Employees | 24 |
| Client Accounts | 4 |
Address
ONE FEDERAL STREET, 26TH FLOOR
BOSTON MA 02110-2009
Phone
617-250-7260
Filing History
23 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$919M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
Total AUM
$919M
| $919M |
| 12.2% |
| +1.9% |
| +0.9% |
| Total Accounts | 4 | +33.3% | 0.0% | +5.8% |
| Avg Account Size | $230M | 34.2% | +1.9% | 4.6% |
| Employees | 24 | 0.0% | 0.0% | 0.0% |
| AUM / Employee | $38M | 12.2% | +1.9% | +0.9% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $919M | 12.2% | +1.9% | +0.9% | |
Client Count Segments | |||||
| Pooled / Fund | 4 | +33.3% | 0.0% | +5.8% | |