Investment adviser · CRD 156985

ADVISER INVESTMENTS ACQUISITION CO LLC

Investment adviser filing (IA)

NEWTON, MA, United States · Form ADV filed Mar 29, 2016

Regulatory AUM
$1.12B
Form ADV · Item 5.F
Client accounts
1,958
Accounts, not individual clients
Employees
10
Reported in this filing
Advisory professionals
9
Investment advisory functions

Private funds & service providers

0 Private funds

The 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: Mar 29, 2016. View historical filings

Reported services

Individual portfolio management

Compensation

Percentage of assets

Principal office

85 WELLS AVENUE, SUITE 109
NEWTON, MA, 02459, United States

CRD 156985

Filing source

Form ADV 1003978 · Mar 29, 2016 · 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.