Investment adviser · CRD 150814
WILLOW
Investment adviser filing (IA)
ADCM, LLC
PITTSFIELD, MA, United States · Form ADV filed Dec 7, 2023
- Regulatory AUM
- $132M Form ADV · Item 5.F
- Client accounts
- 457 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 93 | $92,708,422 | 70.0% |
| Individuals | 162 | $37,372,021 | 28.2% |
| Retirement plans | Fewer than 5 | $1,817,229 | 1.4% |
| Charities | Fewer than 5 | $462,580 | 0.3% |
Filing source
Form ADV 1804671 · Dec 7, 2023 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Dec 7, 2023. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets
Principal office
101 HAWTHORNE AVENUEPITTSFIELD, MA, 01201, United States
CRD 150814
Filing source
Form ADV 1804671 · Dec 7, 2023 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.