UNLIMITED
Total AUM
$174.5M
Employees
6Clients
2Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
250 BROADWAY
29TH FLOOR
NEW YORK
NY 10007
United States
29TH FLOOR
NEW YORK
NY 10007
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Monday - Friday
Phone
617-233-7280
Financials
Total AUM
$174.5M
Accounts
1Discretionary
$174.5M
Accounts
1Non-Discretionary
$0
Accounts
0
Clients
Investment Company Clients
1AUM
$174.5M
Pooled Vehicle Clients
1AUM
$10.2K
Services
Services Offered
Company Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
NY
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.