Investment adviser · CRD 108047
WEYBOSSET RESEARCH & MANAGEMENT, LLC
Investment adviser filing (IA)
PROVIDENCE, RI, United States · Form ADV filed Mar 11, 2026
- Regulatory AUM
- $341M Form ADV · Item 5.F
- Client accounts
- 225 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 2 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 | 67 | $272,726,491 | 80.0% |
| Individuals | 157 | $59,970,024 | 17.6% |
| Charities | Fewer than 5 | $8,157,752 | 2.4% |
Filing source
Form ADV 2070287 · Mar 11, 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
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: Mar 11, 2026. View historical filings
Reported services
Individual portfolio management
Compensation
Percentage of assets · Fixed · Performance-based
Principal office
50 SOUTH MAIN STREET, SUITE 205PROVIDENCE, RI, 02903, United States
CRD 108047
Filing source
Form ADV 2070287 · Mar 11, 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.