Investment adviser · CRD 307857
MAYFLOWER ADVISORS
Investment adviser filing (IA)
MAYFLOWER FINANCIAL ADVISORS, LLC
BOSTON, MA, United States · Form ADV filed Aug 5, 2026
- Regulatory AUM
- $5.82B Form ADV · Item 5.F
- Client accounts
- 2,924 Accounts, not individual clients
- Employees
- 33 Reported in this filing
- Advisory professionals
- 27 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 |
|---|---|---|---|
| Retirement plans | 249 | $4,396,471,935 | 75.6% |
| High-net-worth individuals | 333 | $1,145,682,848 | 19.7% |
| Individuals | 593 | $203,521,526 | 3.5% |
| Corporations & businesses | 27 | $44,845,973 | 0.8% |
| Charities | 21 | $23,469,529 | 0.4% |
| Pooled investment vehicles | 2 | $1,587,843 | 0.0% |
Filing source
Form ADV 2122391 · Aug 5, 2026 · 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
2 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.
MAYFLOWER CAPITAL FUND II, A SERIES OF MAYFLOWER COMMODORE FUNDS, LLCPrivate Equity Fund · Last reported Aug 5, 2026$1.34MGross asset value
Form D fundraising filings
Mayflower Capital Fund II, a Series of Mayflower Commodore Funds, LLC
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
WHITLEY PENN
PCAOB 659
Fund details & source
- Fund ID
- 805-7657330496
- Reported beneficial owners
- 11
- Minimum commitment
- $50K
- Form D file number
- 021-424957
Form ADV 2122391 · Aug 5, 2026 · 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.
MAYFLOWER CAPITAL FUND III (QCS ONLY), A SERIES OF MAYFLOWER COMMODORE FUNDS, LLCPrivate Equity Fund · Last reported Aug 5, 2026$247KGross asset value
Form D fundraising filings
Mayflower Capital Fund III (QCs Only), a Series of Mayflower Commodore Funds, LLC
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
WHITLEY PENN
PCAOB 659
Fund details & source
- Fund ID
- 805-9267594916
- Reported beneficial owners
- 20
- Minimum commitment
- $50K
- Form D file number
- 021-420033
Form ADV 2122391 · Aug 5, 2026 · 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: Aug 5, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Fixed
Principal office
265 FRANKLIN STREET, SUITE 401BOSTON, MA, 02110, United States
CRD 307857
Filing source
Form ADV 2122391 · Aug 5, 2026 · 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.