Investment adviser · CRD 306076

SCIENTIFIC INVESTMENT MANAGEMENT

Investment adviser filing (IA)

SCIENTIFIC INVESTMENT MANAGEMENT LLC

BOSTON, MA, United States · Form ADV filed Feb 17, 2023

Regulatory AUM
$350K
Form ADV · Item 5.F
Client accounts
15
Accounts, not individual clients
Employees
1
Reported in this filing
Advisory professionals
1
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Individuals15$349,891100.0%
High-net-worth individualsFewer than 5$00.0%
Banks & thriftsFewer than 5$00.0%
Retirement plansFewer than 5$00.0%
CharitiesFewer than 5$00.0%
Government entitiesFewer than 5$00.0%
Other investment advisersFewer than 5$00.0%
Insurance companiesFewer than 5$00.0%
Sovereign wealth & foreign institutionsFewer than 5$00.0%
Corporations & businessesFewer than 5$00.0%
Other clientsFewer than 5$00.0%
Filing source

Form ADV 1715822 · Feb 17, 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 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: Feb 17, 2023. View historical filings

Reported services

Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Publication of newsletters · Educational seminars

Compensation

Percentage of assets

Principal office

71 COMMERCIAL ST, #360
BOSTON, MA, 02110, United States

CRD 306076

Filing source

Form ADV 1715822 · Feb 17, 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.