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Building 2OT RESEARCH

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Phone617-308-5935
NotebookSEC #801-119515
Total AUM
$1.6B
Employees
11
Clients
8

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT
BY APPOINTMENT
Phone
617-308-5935

ReceiptFinancials

Total AUM
$1.6B
Accounts
8
Discretionary
$1.6B
Accounts
8
Non-Discretionary
$0
Accounts
0

ContactClients

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Investment Company Clients
1
AUM
$559M
Pooled Vehicle Clients
6
AUM
$864M
Investment Advisor Clients
1
AUM
$131M

Briefcase businessServices

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Services Offered
Company Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
SUB-ADVISORY SERVICES FOR OTHER ADVISERS
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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