| Total AUM | $192.4M |
| Discretionary | $190.7M99% of AUM |
| Non-Discretionary | $1.6M |
| Client Accounts | 133 |
| Avg Account Size | $1.4M |
| Employees | 6 |
| Peak AUM | $206.6MMay 2025 |
| AUM CAGR | -7.5% /yrover 1 yrs · 9 filings |
Total AUM
$192M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $192M | 6.9% | — | — | |
| Discretionary AUM | $191M | ||||
| Total AUM | $192.4M |
| Discretionary | $190.7M |
| Employees | 6 |
| Client Accounts | 133 |
| Client Range | 0 |
Address
50 DUNHAM RIDGE, SUITE 3100
BEVERLY MA 01915
Phone
978.529.2395
Filing History
9 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$191M
99.1% of AUM
Non-Discretionary
$2M
0.9% of AUM
Disc. mix ▼ 0.9pp vs 1 year ago
No related registrations reported
| — |
| — |
| Non-Disc. AUM | $2M | — | — | — |
| Total Accounts | 133 | +12.7% | — | — |
| Avg Account Size | $1M | 17.4% | — | — |
| Employees | 6 | +20.0% | — | — |
| AUM / Employee | $32M | 22.4% | — | — |
Client AUM Segments | |||||
| Wealth AUM | $153M | 0.3% | — | — | |
| Institutional AUM | $39M | 26.2% | — | — | |
Client Count Segments | |||||
| HNW Clients | 18 | 14.3% | — | — | |
| Institutional | 10 | +66.7% | — | — | |
| Individuals | 32 | +6.7% | — | — | |