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Hoffman Alan Nathan

● SEC registered since 2020CRD 109454SEC# 801-118227
Export (members)
Reg. AUM
$226.8M
Employees
1
Accounts
145
Location

Hoffman Alan Nathan assets under management

Hoffman Alan Nathan operates as an SEC-registered investment adviser. The firm has been registered since 2020. It reports $226.8 million in regulatory assets under management and employs 1 people.

Hoffman Alan Nathan owners & executives

1 reported
NameTitleOwnershipSince
Alan Nathan Hoffman ControlOwner/Investment Advisor Representative/Chief Compliance OfficerOver 75%1994

Frequently asked questions

How much does Hoffman Alan Nathan manage?

Hoffman Alan Nathan reports $226.8 million in regulatory assets under management on its Form ADV.

How many employees does Hoffman Alan Nathan have?

Hoffman Alan Nathan reports 1 employees.

Does Hoffman Alan Nathan disclose fund performance?

Hoffman Alan Nathan is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone617-308-5087
Office hoursBy Appointment Only
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$226.8M
Non-discretionary$0
Total (RAUM)$226.8M