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Building 2GROVESTREET

Map pinNEWTON, MA
Phone781-263-6100
NotebookSEC #801-60272
Total AUM
$7.1B
Employees
35
Clients
42

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
275 GROVE STREET
BUILDING 2, SUITE 150
NEWTON
MA 02466
United States
Operating Hours
9AM - 5PM, LOCAL TIME
MONDAY - TUESDAY
Phone
781-263-6100

ReceiptFinancials

Total AUM
$7.1B
Accounts
45
Discretionary
$7B
Accounts
42
Non-Discretionary
$112.4M
Accounts
3

ContactClients

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Pooled Vehicle Clients
42
AUM
$7.1B

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Performance-Based
Other Compensation
A PERCENTAGE OF COMMITTED CAPITAL;A PERCENTAGE OF REMAINING COST

Shield checkCompliance

Disclosures

None reported

State Registrations
NY

HandshakeAffiliates

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Affiliates
Reported 42 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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