| Total AUM | $629.9M |
| Discretionary | $629.9M100% of AUM |
| Client Accounts | 10 |
| Avg Account Size | $63.0M |
| Employees | 13 |
| Peak AUM | $2.12BMar 2021 |
| AUM CAGR | +6.2% /yrover 12 yrs · 31 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $630M | 11.7% | 1.0% | 21.6% | |
| Discretionary AUM | |||||
| Total AUM | $629.9M |
| Discretionary | $629.9M |
| Employees | 13 |
| Client Accounts | 10 |
Address
200 STATE STREET
BOSTON MA 02109-6175
Phone
617-849-9239
Filing History
31 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$630M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
Total AUM
$630M
| $630M |
| 11.7% |
| 1.0% |
| 21.6% |
| Total Accounts | 10 | +25.0% | +47.8% | +4.6% |
| Avg Account Size | $63M | 29.3% | 33.0% | 25.0% |
| Employees | 13 | 18.8% | 8.3% | +13.2% |
| AUM / Employee | $48M | +8.7% | +8.0% | 30.7% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $630M | 11.7% | 1.0% | 21.6% | |
Client Count Segments | |||||
| Pooled / Fund | 10 | +25.0% | +47.8% | +4.6% | |