| Total AUM | $172.5M |
| Discretionary | $172.5M100% of AUM |
| Client Accounts | 6 |
| Avg Account Size | $28.8M |
| Employees | 34 |
| Peak AUM | $172.5MMar 2026 |
| AUM CAGR | +3.5% /yrover 3 yrs · 12 filings |
Total AUM
$173M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $173M | +7.3% | — | — | |
| Discretionary AUM | $173M | ||||
| Total AUM | $172.5M |
| Discretionary | $172.5M |
| Employees | 34 |
| Client Accounts | 6 |
| Client Range | 0 |
Address
TWO ATLANTIC AVENUE
BOSTON MA 02110
Phone
617-939-9900
Filing History
12 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$173M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| — |
| — |
| Total Accounts | 6 | 0.0% | — | — |
| Avg Account Size | $29M | +7.3% | — | — |
| Employees | 34 | +3.0% | — | — |
| AUM / Employee | $5M | +4.1% | — | — |
Client AUM Segments | |||||
| Fund / Pooled AUM | $173M | +7.3% | — | — | |
Client Count Segments | |||||
| Pooled / Fund | 6 | 0.0% | — | — | |