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Building 2ELEPHANT

Map pinBOSTON, MA
Phone617-455-1297
NotebookSEC #801-124764
Total AUM
$3.6B
Employees
21
Clients
13

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8 NEWBURY STREET
6TH FLOOR
BOSTON
MA 02116
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
617-455-1297
Other Offices
1

ReceiptFinancials

Total AUM
$3.6B
Accounts
13
Discretionary
$3.6B
Accounts
13
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
13
AUM
$3.6B

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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