| Name | Title | Ownership | Since |
|---|---|---|---|
| Katherine W Hennessy | Owner | 5-10% | 2017 |
| Patrick Cote Corp. | Owner | 25-50% | 2020 |
| Susan Lynn Powers Control | Chief Compliance Officer And Owner | 25-50% | 2015 |
Assetgrade, LLC reports $281.8 million in regulatory assets under management on its Form ADV.
Assetgrade, LLC reports 3 employees.
Assetgrade, LLC is based in Boston, MA and has been SEC-registered since 2020.
Assetgrade, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | One Boston Place, 201 Washington, Suite 2600, Boston, MA 02108-4420 |
| Phone | 617-933-7257 |
| Fax | 617-249-0928 |
| Office hours | By Appointment Only |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
| Discretionary | $277.6M |
| Non-discretionary | $4.2M |
| Total (RAUM) | $281.8M |