Investment adviser · CRD 131395
JONATHAN D. POND, LLC
Investment adviser filing (IA)
NEWTON, MA, United States · Form ADV filed Feb 28, 2023
- Regulatory AUM
- $346M Form ADV · Item 5.F
- Client accounts
- 186 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 1 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 | 117 | $313,137,000 | 90.4% |
| Individuals | 69 | $33,257,000 | 9.6% |
Filing source
Form ADV 1720736 · Feb 28, 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: Feb 28, 2023. View historical filings
Reported services
Financial planning · Individual portfolio management · Publication of newsletters · Educational seminars
Compensation
Percentage of assets · Hourly · Subscription
Principal office
300 WASHINGTON STREET; ONE GATEWAY CENTER, SUITE 413NEWTON, MA, 02458, United States
CRD 131395
Filing source
Form ADV 1720736 · Feb 28, 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.