| Total AUM | $1.06B |
| Discretionary | $1.06B100% of AUM |
| Client Accounts | 5 |
| Avg Account Size | $211.6M |
| Employees | 6 |
| Peak AUM | $1.06BMay 2026 |
Total AUM
$1.1B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.1B | +84.8% | — | — | |
| Discretionary AUM | $1.1B | ||||
| Total AUM | $1.06B |
| Discretionary | $1.06B |
| Employees | 6 |
| Client Accounts | 5 |
Address
888 WORCESTER ST
WELLESLEY MA 02482
Phone
617-402-5495
Filing History
10 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$1.1B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
No related registrations reported
| — |
| — |
| Total Accounts | 5 | +150.0% | — | — |
| Avg Account Size | $212M | 26.1% | — | — |
| Employees | 6 | +20.0% | +73.3% | — |
| AUM / Employee | $176M | +54.0% | — | — |
Client AUM Segments | |||||
| Fund / Pooled AUM | $1.1B | +84.8% | — | — | |
Client Count Segments | |||||
| Pooled / Fund | 5 | +150.0% | — | — | |