| Total AUM | $14.07B |
| Discretionary | $5.54B39% of AUM |
| Non-Discretionary | $8.53B |
| Client Accounts | 85 |
| Avg Account Size | $165.5M |
| Employees | 127 |
| Peak AUM | $15.75BMar 2002 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $14.1B | +29.2% | +16.6% | +15.2% | |
| Discretionary AUM | |||||
| Total AUM | $14.07B |
| Discretionary | $5.54B |
| Employees | 127 |
| Client Accounts | 85 |
| Client Range | 0 |
Address
273 CORPORATE DRIVE, SUITE 250
PORTSMOUTH NH 03801
Phone
603-433-1143
Filing History
55 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$5.5B
39.4% of AUM
Non-Discretionary
$8.5B
60.6% of AUM
Disc. mix ▼ 6.2pp vs 1 year ago
Custody
No related registrations reported
| -0.1% /yrover 25 yrs · 55 filings |
Total AUM
$14.1B
| $5.5B |
| +11.6% |
| +16.1% |
| +15.6% |
| Non-Disc. AUM | $8.5B | +43.8% | +16.9% | +15.0% |
| Total Accounts | 85 | +6.3% | +9.9% | +14.1% |
| Avg Account Size | $165M | +21.6% | +6.1% | +1.0% |
| Employees | 127 | 0.8% | +0.8% | +2.9% |
| AUM / Employee | $111M | +30.2% | +15.7% | +12.0% |
Client AUM Segments | |||||
| Wealth AUM | $2.7B | +39.3% | +7.3% | +22.3% | |
| Institutional AUM | $11.4B | +27.0% | +19.3% | +13.9% | |
Client Count Segments | |||||
| Institutional | 214 | 2.3% | 0.9% | 1.0% | |
| Individuals | 29 | 6.5% | 6.1% | 0.0% | |