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DONAL FIDUCIARIES

Advisory

SOUT BOSTON, MA

Data as of Aug 14, 2025 · Source: SEC Form ADV

Rank in MA

#1,520

of 1,590 advisers by AUM

Average account

$273K

across 11 accounts

AUM per adviser

$3M

1 adviser

Source: SEC Form ADV. Figures as filed Aug 14, 2025.

Total AUM

$3M

Discretionary %

0%

Clients

6

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$3M

Discretionary AUM$0

Non-Discretionary AUM$3M

Discretionary %0%

Total Clients6

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

Fiscal Year EndDecember

Operates InMA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

6 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in MA

Closest by assets under management. All figures from Form ADV.

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REVERE STREET CAPITAL MANAGEMENT LLC

CAMBRIDGE, MA

$3M

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ESS CAPITAL SERVICES, LLC

$3M

INGENIQ LLC

BEDFORD, MA

$3M

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