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Building 2WINCOVE

Map pinBOSTON, MA
Phone(603) 770-9785
NotebookSEC #801-121993
Total AUM
$488.8M
Employees
11
Clients
13

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
607 BOYLSTON STREET
SUITE 603
BOSTON
MA 02116
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
(603) 770-9785
Other Offices
1

ReceiptFinancials

Total AUM
$488.8M
Accounts
13
Discretionary
$488.8M
Accounts
13
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
13
AUM
$488.8M

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
PORTFOLIO COMPANY FEE BASED ON EBITDA

Shield checkCompliance

Disclosures

None reported

State Registrations
MANY

HandshakeAffiliates

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Affiliates
Reported 11 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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