| Total AUM | $272.8M |
| Discretionary | $183.2M67% of AUM |
| Non-Discretionary | $89.6M |
| Client Accounts | 250 |
| Avg Account Size | $1.1M |
| Employees | 3 |
| Peak AUM | $272.8MMar 2026 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $273M | +20.6% | +14.7% | +4.1% | |
| Discretionary AUM | |||||
| Total AUM | $272.8M |
| Discretionary | $183.2M |
| Employees | 3 |
| Client Accounts | 250 |
| Client Range | 11-25 |
Address
100 FRANKLIN STREET
BOSTON MA 02110
Phone
781-740-9310
Filing History
30 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$183M
67.2% of AUM
Non-Discretionary
$90M
32.8% of AUM
Disc. mix ▲ 1.9pp vs 1 year ago
No related registrations reported
| +7.3% /yrover 11 yrs · 30 filings |
Total AUM
$273M
| $183M |
| +24.2% |
| +21.2% |
| +4.7% |
| Non-Disc. AUM | $90M | +13.9% | +4.7% | +2.8% |
| Total Accounts | 250 | +0.4% | +4.4% | +5.8% |
| Avg Account Size | $1M | +20.2% | +9.9% | 1.6% |
| Employees | 3 | 0.0% | 9.1% | 5.6% |
| AUM / Employee | $91M | +20.6% | +26.2% | +10.2% |
Client AUM Segments | |||||
| Wealth AUM | $266M | +21.3% | +14.9% | +3.7% | |
| Institutional AUM | $7M | +1.3% | +6.5% | +35.6% | |
Client Count Segments | |||||
| HNW Clients | 31 | 3.1% | +6.0% | +7.1% | |
| Individuals | 65 | 4.4% | 0.5% | 0.6% | |