1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2BIG LEAGUE ADVANTAGE

Map pinWASHINGTON, DC
Phone617-875-8770
NotebookSEC #801-125859
Total AUM
$548.3M
Employees
39
Clients
6

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1660 L STREET, NW
SUITE 1000
WASHINGTON
DC 20036
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
617-875-8770
Other Offices
1

ReceiptFinancials

Total AUM
$548.3M
Accounts
6
Discretionary
$548.3M
Accounts
6
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Pooled Vehicle Clients
6
AUM
$548.3M

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
DC

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

Feature requires an account