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Shea, Brian Michael

● SEC registered since 2025CRD 125606SEC# 801-132995
Export (members)
Reg. AUM
$116.5M
Employees
2
Accounts
252
Location

Shea, Brian Michael assets under management

Shea, Brian Michael operates as an SEC-registered investment adviser. The firm has been registered since 2025. It reports $116.5 million in regulatory assets under management and employs 2 people.

Shea, Brian Michael owners & executives

1 reported
NameTitleOwnershipSince
Brian Michael Shea ControlOwner / Sole Proprietor / CcoOver 75%1993

Frequently asked questions

How much does Shea, Brian Michael manage?

Shea, Brian Michael reports $116.5 million in regulatory assets under management on its Form ADV.

How many employees does Shea, Brian Michael have?

Shea, Brian Michael reports 2 employees.

Does Shea, Brian Michael disclose fund performance?

Shea, Brian Michael is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone203-966-9651
Fax203-966-9652
Office hoursBy Appointment Only
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$116.5M
Non-discretionary$0
Total (RAUM)$116.5M