Assetgrade, LLC
● SEC registered since 2020CRD 168779SEC# 801-119499Boston, MA
Reg. AUM
$337.7M
Employees
3
Accounts
739
Location
Boston, MA
Assetgrade, LLC assets under management
Assetgrade, LLC is a registered investment adviser overseen by the SEC based in Boston, MA. The firm has been registered since 2020. It reports $337.7 million in regulatory assets under management and employs 3 people.
Assetgrade, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Katherine W Hennessy | Owner | 5-10% | 2017 |
| Patrick Cote Corp. | Owner | 25-50% | 2020 |
| Susan Lynn Powers Control | Chief Compliance Officer And Owner | 25-50% | 2015 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Assetgrade, LLC manage?
Assetgrade, LLC reports $337.7 million in regulatory assets under management on its Form ADV.
How many employees does Assetgrade, LLC have?
Assetgrade, LLC reports 3 employees.
Where is Assetgrade, LLC located?
Assetgrade, LLC is based in Boston, MA and has been SEC-registered since 2020.
Does Assetgrade, LLC disclose fund performance?
Assetgrade, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | One Boston Place, 201 Washington, Suite 2600, Boston, MA 02108-4420 |
| Phone | 617-933-7257 |
| Fax | 617-249-0928 |
| Office hours | By Appointment Only |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$337.7M▲ 20%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 59%
Larger than 41% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$337.7Mregulatory AUM
Discretionary $337.7M