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Assabet Advisors, LLC

● SEC registered since 2021CRD 127795SEC# 801-120592Holden, MA
Export (members)
Reg. AUM
$158.3M
Employees
2
Accounts
196
Location
Holden, MA

Assabet Advisors, LLC assets under management

Assabet Advisors, LLC is a registered investment adviser overseen by the SEC based in Holden, MA. The firm has been registered since 2021. It reports $158.3 million in regulatory assets under management and employs 2 people.
www.assabetadvisors.comView on SEC.gov ↗

Assabet Advisors, LLC owners & executives

2 reported
NameTitleOwnershipSince
Robert Edward Jacobsen ControlDirector And Chief Compliance Officer25-50%2015
Wayne Martin Ushman ControlManaging DirectorOver 75%2003

Frequently asked questions

How much does Assabet Advisors, LLC manage?

Assabet Advisors, LLC reports $158.3 million in regulatory assets under management on its Form ADV.

How many employees does Assabet Advisors, LLC have?

Assabet Advisors, LLC reports 2 employees.

Where is Assabet Advisors, LLC located?

Assabet Advisors, LLC is based in Holden, MA and has been SEC-registered since 2021.

Does Assabet Advisors, LLC disclose fund performance?

Assabet Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1087 Main Street, Holden, MA 01520
Phone(508) 351-9666
Fax(508) 351-9689
Office hours9:00 a.m. - 5:00 p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$155.5M
Non-discretionary$2.8M
Total (RAUM)$158.3M