Investment adviser · CRD 105127
LOWELL BLAKE & ASSOCIATES INC.
Investment adviser filing (IA)
BOSTON, MA, United States · Form ADV filed Mar 30, 2023
- Regulatory AUM
- $597M Form ADV · Item 5.F
- Client accounts
- 432 Accounts, not individual clients
- Employees
- 8 Reported in this filing
- Advisory professionals
- 5 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 | 76 | $289,060,255 | 48.5% |
| Other clients | 91 | $155,126,903 | 26.0% |
| Charities | 22 | $112,012,703 | 18.8% |
| Individuals | 61 | $30,721,925 | 5.1% |
| Corporations & businesses | 2 | $5,042,695 | 0.8% |
| Retirement plans | 2 | $2,528,644 | 0.4% |
| Insurance companies | 1 | $2,065,018 | 0.3% |
Filing source
Form ADV 1737523 · Mar 30, 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
3 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.
LBA FOREST STEWARDSHIP INITIATIVE LLC.Other Private Fund · Last reported Mar 25, 2014$4.48MGross asset value
No provider names available in this fund's imported disclosure.
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
Fund details & source
- Fund ID
- 805-2827974539
- Reported beneficial owners
- 37
- Minimum commitment
- $100K
Form ADV 807749 · Mar 25, 2014 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
MAINE FARMLANDS, LLC.Other Private Fund · Last reported Mar 15, 2018$843KGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
RUSSELL, BRIER & CO. LLP
PCAOB 791
PERSHING LLC
SEC 8-17574
Fund details & source
- Fund ID
- 805-3245888140
- Reported beneficial owners
- 29
- Minimum commitment
- $25K
Form ADV 1173443 · Mar 15, 2018 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
LBA 2003 VERMONT TIMBER LLC.Other Private Fund · Last reported Mar 25, 2014$2.26KGross asset value
No provider names available in this fund's imported disclosure.
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
Fund details & source
- Fund ID
- 805-1541748529
- Reported beneficial owners
- 32
- Minimum commitment
- $100K
Form ADV 807749 · Mar 25, 2014 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Mar 30, 2023. View historical filings
Reported services
Individual portfolio management
Compensation
Percentage of assets · Hourly · Fixed
Principal office
141 TREMONT STREET, SUITE 200BOSTON, MA, 02111-1209, United States
CRD 105127
Filing source
Form ADV 1737523 · Mar 30, 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.