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Coston, McIsaac, and Partners Inc.

● SEC registered since 2015CRD 194515SEC# 801-96330Bar Harbor, ME
Export (members)
Reg. AUM
$405.7M
Employees
10
Accounts
1,513
Location
Bar Harbor, ME

Coston, McIsaac, and Partners Inc. assets under management

Coston, McIsaac, and Partners Inc. is a registered investment adviser overseen by the SEC based in Bar Harbor, ME. The firm has been registered since 2015. It reports $405.7 million in regulatory assets under management and employs 10 people.
www.costonshea.comView on SEC.gov ↗

Coston, McIsaac, and Partners Inc. owners & executives

3 reported
NameTitleOwnershipSince
Andrew Robert Shea ControlPresident50-75%2015
Chester Gary Lloyd ControlSecretary-Cco10-25%2015
Paul Arnold Coston ControlVice President10-25%2015

Frequently asked questions

How much does Coston, McIsaac, and Partners Inc. manage?

Coston, McIsaac, and Partners Inc. reports $405.7 million in regulatory assets under management on its Form ADV.

How many employees does Coston, McIsaac, and Partners Inc. have?

Coston, McIsaac, and Partners Inc. reports 10 employees.

Where is Coston, McIsaac, and Partners Inc. located?

Coston, McIsaac, and Partners Inc. is based in Bar Harbor, ME and has been SEC-registered since 2015.

Does Coston, McIsaac, and Partners Inc. disclose fund performance?

Coston, McIsaac, and Partners Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address38 Rodick Street-Suite B, Bar Harbor, ME 04609-1806
Phone207-288-4747
Fax207-288-2234
Office hours8:30-5:00
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$405.7M
Non-discretionary$0
Total (RAUM)$405.7M