| Total AUM | $5.41B |
| Discretionary | $5.41B100% of AUM |
| Client Accounts | 16 |
| Avg Account Size | $338.0M |
| Employees | 2 |
| Peak AUM | $5.44BMar 2022 |
| AUM CAGR | +55.9% /yrover 9 yrs · 26 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $5.4B | +7.5% | +1.2% | +4.7% | |
| Discretionary AUM | |||||
| Total AUM | $5.41B |
| Discretionary | $5.41B |
| Employees | 2 |
| Client Accounts | 16 |
Address
280 CONGRESS STREET
BOSTON MA 02210
Phone
617-951-5786
Filing History
26 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$5.4B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
Total AUM
$5.4B
| $5.4B |
| +7.5% |
| +1.2% |
| +4.7% |
| Total Accounts | 16 | 15.8% | 0.0% | 7.0% |
| Avg Account Size | $338M | +27.6% | +1.2% | +12.5% |
| Employees | 2 | 0.0% | — | 7.8% |
| AUM / Employee | $2.7B | +7.5% | — | +13.5% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $5.4B | +7.5% | +1.2% | +4.7% | |
Client Count Segments | |||||
| Pooled / Fund | 16 | 15.8% | 0.0% | 7.0% | |