PPrivate Fund Data Log in Join · $37/mo

Martha's Vineyard Investment Advisors, LLC

● SEC registered since 2018CRD 291599SEC# 801-112370West Tisbury, MA
Export (members)
Reg. AUM
$280.7M
Employees
6
Accounts
431
Location
West Tisbury, MA

Martha's Vineyard Investment Advisors, LLC assets under management

Martha's Vineyard Investment Advisors, LLC is a registered investment adviser overseen by the SEC based in West Tisbury, MA. The firm has been registered since 2018. It reports $280.7 million in regulatory assets under management and employs 6 people.
www.mvinvestmentadvisors.comView on SEC.gov ↗

Martha's Vineyard Investment Advisors, LLC owners & executives

3 reported
NameTitleOwnershipSince
Edward Joseph Murphy ControlManaging DirectorUnder 5%2017
Martha's Vineyard Bank ControlManaging MemberOver 75%2017
Mary Catherine Griffiths ControlChief Compliance OfficerUnder 5%2018

Frequently asked questions

How much does Martha's Vineyard Investment Advisors, LLC manage?

Martha's Vineyard Investment Advisors, LLC reports $280.7 million in regulatory assets under management on its Form ADV.

How many employees does Martha's Vineyard Investment Advisors, LLC have?

Martha's Vineyard Investment Advisors, LLC reports 6 employees.

Where is Martha's Vineyard Investment Advisors, LLC located?

Martha's Vineyard Investment Advisors, LLC is based in West Tisbury, MA and has been SEC-registered since 2018.

Does Martha's Vineyard Investment Advisors, LLC disclose fund performance?

Martha's Vineyard Investment Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address496 State Rd, West Tisbury, MA 02575
Phone(508) 693-8850
Fax508-693-0171
Office hours8:00 a.m. - 5:00p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$280.7M
Non-discretionary$0
Total (RAUM)$280.7M