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55IP
BOSTON, MA
617-960-9559
SEC #801-110302Total AUM
$36.7B
Employees
86Clients
3,522Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
ONE LIBERTY SQUARE
SUITE 200
BOSTON
MA 02109
United States
SUITE 200
BOSTON
MA 02109
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
617-960-9559
Other Offices
3
Financials
Total AUM
$36.7B
Accounts
88,930Discretionary
$36.7B
Accounts
88,930Non-Discretionary
$0
Accounts
0
Clients
Investment Advisor Clients
313AUM
$34.5B
Other Clients
3,209AUM
$2.3B
Description of Other Clients
- WRAP FREE PROGRAM CLIENTS; AND - SMA CLIENTS OF JPMORGAN CHASE BANK, NA
Services
Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
FLAT FEE (BASED ON TIERED ACCOUNT SIZE FEE SCHEDULE), USAGE FEES
Compliance
Disclosures
Felony ChargeFelony ConvictionOther Regulator Order (Past 10 Years)Other Regulator Violation FindingSEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV
Affiliates
Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.