Assabet Advisors, LLC
● SEC registered since 2021CRD 127795SEC# 801-120592Holden, MA
Reg. AUM
$171.4M
Employees
3
Accounts
217
Location
Holden, MA
Assabet Advisors, LLC assets under management
Assabet Advisors, LLC is a registered investment adviser overseen by the SEC based in Holden, MA. The firm has been registered since 2021. It reports $171.4 million in regulatory assets under management and employs 3 people.
Assabet Advisors, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Robert Edward Jacobsen Control | Director And Chief Compliance Officer | 25-50% | 2015 |
| Wayne Martin Ushman Control | Managing Director | Over 75% | 2003 |
Frequently asked questions
How much does Assabet Advisors, LLC manage?
Assabet Advisors, LLC reports $171.4 million in regulatory assets under management on its Form ADV.
How many employees does Assabet Advisors, LLC have?
Assabet Advisors, LLC reports 3 employees.
Where is Assabet Advisors, LLC located?
Assabet Advisors, LLC is based in Holden, MA and has been SEC-registered since 2021.
Does Assabet Advisors, LLC disclose fund performance?
Assabet Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1087 Main Street, Holden, MA 01520 |
| Phone | (508) 351-9666 |
| Fax | (508) 351-9689 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$171.4M▲ 23%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 79%
Larger than 21% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$171.4Mregulatory AUM
Discretionary $167.8MNon-discretionary $3.6M