| Total AUM | $94.40B |
| Discretionary | $94.40B100% of AUM |
| Client Accounts | 125 |
| Avg Account Size | $755.2M |
| Employees | 54 |
| Peak AUM | $94.40BMar 2026 |
| AUM CAGR | +11.9% /yrover 22 yrs · 85 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $94.4B | +86.6% | +30.3% | +21.6% | |
| Discretionary AUM | |||||
| Total AUM | $94.40B |
| Discretionary | $94.40B |
| Employees | 54 |
| Client Accounts | 125 |
Address
200 PIER 4 BOULEVARD
BOSTON MA 02210
Phone
617 897 7800
Filing History
85 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$94.4B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
Total AUM
$94.4B
| $94.4B |
| +86.6% |
| +30.3% |
| +21.6% |
| Total Accounts | 125 | +31.6% | +15.6% | +9.9% |
| Avg Account Size | $755M | +41.8% | +12.7% | +10.6% |
| Employees | 54 | 0.0% | +3.9% | +1.1% |
| AUM / Employee | $1.7B | +86.6% | +25.4% | +20.2% |
Client AUM Segments | |||||
| Institutional AUM | $37.2B | +150.4% | +32.6% | +14.0% | |
| Fund / Pooled AUM | $57.2B | +60.1% | +28.9% | +28.7% | |
Client Count Segments | |||||
| Institutional | 40 | +33.3% | +13.6% | +5.9% | |
| Pooled / Fund | 80 | +21.2% | +16.5% | +12.2% | |