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Building 2KANON BLOCH CARRE

Map pinBOSTON, MA
Phone617-423-0909
NotebookSEC #801-44100
Total AUM
$567.4M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2 OLIVER STREET
BOSTON
MA 02109
USA
Operating Hours
8:30 AM - 5:30 PM
Monday - Friday
Phone
617-423-0909

ReceiptFinancials

Total AUM
$567.4M
Accounts
27
Discretionary
$242.4M
Accounts
14
Non-Discretionary
$325M
Accounts
13

ContactClients

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None reported

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MA

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

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