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G••••••• C••••••••• G•••• L••

No RAUM reportedSEC-registered· Braintree, Massachusettswebsite

No RAUM reported, based in Braintree, Massachusetts.

Composed from this adviser's Form ADV classification, location and filed figures.

Regulatory AUM
Not established
Advisors
0
IAPD
Net advisor flow, 12 months
Not established
RAUM change, last fiscal year
Not established
Private clients
Not established
AdvisorsAdvisor movementWhere the RAUM sits
As of · the latest Form ADV filing; advisor counts and movement are read from IAPD daily
Why this matters
Every filed figure, and the identifiersCRD 161019 · SEC 801-73128 · 17 filingsShow
CRD 161019SEC 801-73128First filing on the tape Feb 1, 2012, latest Mar 18, 2026SEC status approved since Feb 7, 2012IAPD
RAUM
$0
reported, Item 5.F
Discretionary
n/a
of RAUM
Private clients
n/a
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
3
2 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
17 filings and snapshots on the tape
RAUM$0 as of Mar 18, 2026
Mar 18, 2025$0 then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 18, 2026
Jan 24, 20130 then
Employees (5.A)3 as of Mar 18, 2026
Jan 24, 20133 then
Private funds: no history
RAUM n/a over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of Mar 18, 2026; every figure names its basis
RAUM per advisor
unknownderivedRAUM over IAPD advisors; not a book size
Clients per advisor
unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client
unknownderivedHNW RAUM over HNW clients
Average account
unknownderivedRAUM over accounts (5.F.2.f)
Discretionary
unknownderivedof RAUM
Institutional
unknownderivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
unknownderivedItem 5.A over advisors
Advisors per office
unknownderived1 offices incl. principal (1.F.5)
RAUM growth, one year
unknownderivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
hourly, fixed feesreportedItem 5.E
Advisory activities
pension consulting, otherreportedItem 5.G
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Where the RAUM sits
Form ADV Item 5.D, latest filing
This filing has no Item 5.D breakdown (filings before 2017 reported ranges, not amounts).
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
14reported
Charitable clients
n/areported
Accounts
0reported
Financial planning clients
reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
fixed, hourlyreported
Class basis
private_client_share=0.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
    Joined, latest
    none on the tape
      Every departureEvery arrival
      Private funds
      No private fund reported.
      Owners and control persons
      Schedule A and B, latest filing
      • C••••••• S••••• M•••••• · Managing Partner, Co-Founder, Chief Compliance Officercontrol
        since 05/2010 · owns 25% to 50%
      • G•••••••• P••••• J••• · Managing Partner, Co-Foundercontrol
        since 05/2010 · owns 50% to 75%
      Related persons
      Schedule D 7.A
      No related person reported.
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      What changed
      consecutive filings, newest first
      • Pension plan clients · 13 to 14
        Mar 18, 2025 to Mar 18, 2026
      • Accounts · unset to 0.0
        Mar 18, 2024 to Mar 18, 2025
      • Pension plan clients · 15 to 13
        Mar 18, 2024 to Mar 18, 2025
      • Employees · 2 to 3
        Mar 18, 2024 to Mar 18, 2025
      • Financial planning clients · unset to
        Mar 18, 2024 to Mar 18, 2025
      • Discretionary RAUM · unset to 0.0
        Mar 18, 2024 to Mar 18, 2025
      • Non-discretionary RAUM · unset to 0.0
        Mar 18, 2024 to Mar 18, 2025
      • RAUM · unset to 0.0
        Mar 18, 2024 to Mar 18, 2025
      • Pension plan clients · 11 to 15
        Mar 17, 2022 to Mar 13, 2023
      • Pension plan clients · 10 to 11
        Mar 25, 2021 to Mar 17, 2022
      • Pension plan clients · 9 to 10
        Mar 20, 2020 to Mar 25, 2021
      • Pension plan clients · 8 to 9
        Mar 22, 2019 to Mar 20, 2020
      • Pension plan clients · 6 to 8
        Mar 21, 2018 to Mar 22, 2019
      • Pension plan clients · unset to 6.0
        Mar 14, 2017 to Mar 21, 2018
      • Other offices · unset to 0.0
        Mar 14, 2017 to Mar 21, 2018
      • Advisory employees · 3 to 2
        Mar 27, 2015 to Mar 17, 2016
      • Employees · 3 to 2
        Mar 27, 2015 to Mar 17, 2016
      • Accounts · 0.0 to unset
        May 16, 2012 to Jan 24, 2013
      • Advisory employees · unset to 3.0
        May 16, 2012 to Jan 24, 2013
      • BD registered reps · unset to 0.0
        May 16, 2012 to Jan 24, 2013
      • Employees · unset to 3.0
        May 16, 2012 to Jan 24, 2013
      • State-registered IARs · unset to 0.0
        May 16, 2012 to Jan 24, 2013
      • Discretionary RAUM · 0.0 to unset
        May 16, 2012 to Jan 24, 2013
      • Non-discretionary RAUM · 0.0 to unset
        May 16, 2012 to Jan 24, 2013
      • RAUM · 0.0 to unset
        May 16, 2012 to Jan 24, 2013
      Signals
      No event on the tape.
      Across DFX
      shared identifiers only, never a name match
      No identifier-backed link to the venture, private equity, family office or sponsor graphs.
      How to reach
      public business contact points only, each with its source
      Website
      ••• Lockedreportedpublic record, Form ADV, Mar 18, 2026
      Principal office phone
      ••• Lockedreportedpublic record, Form ADV, Mar 18, 2026
      Provenance
      Form ADV
      SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
      Advisors
      IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
      Class
      No RAUM reportedderiveda rule over Items 5.D and 7.A
      RAUM per advisor
      n/aderivedfirm RAUM over the IAPD count; not a book size
      Loaded
      Sep 14, 2026