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Powerhouse Assets LLC

● SEC registered since 2020CRD 157538SEC# 801-119017
Export (members)
Reg. AUM
$207M
Employees
3
Accounts
219
Location

Powerhouse Assets LLC assets under management

Powerhouse Assets LLC operates as an SEC-registered investment adviser. The firm has been registered since 2020. It reports $207 million in regulatory assets under management and employs 3 people.

Powerhouse Assets LLC owners & executives

1 reported
NameTitleOwnershipSince
Alice Nancy Finn ControlManaging Member And Chief Compliance OfficerOver 75%2011

Frequently asked questions

How much does Powerhouse Assets LLC manage?

Powerhouse Assets LLC reports $207 million in regulatory assets under management on its Form ADV.

How many employees does Powerhouse Assets LLC have?

Powerhouse Assets LLC reports 3 employees.

Does Powerhouse Assets LLC disclose fund performance?

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

Contact & registration

Phone781-856-4721
Office hours9 a.m. - 5 p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$190M
Non-discretionary$17M
Total (RAUM)$207M