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Bts Asset Management Inc

● SEC registered since 1979CRD 105215SEC# 801-14895Lincoln, MA
Export (members)
Reg. AUM
$144.8M
Employees
13
Accounts
448
Location
Lincoln, MA

Bts Asset Management Inc assets under management

Bts Asset Management Inc is a registered investment adviser overseen by the SEC based in Lincoln, MA. The firm has been registered since 1979. It reports $144.8 million in regulatory assets under management and employs 13 people.

Bts Asset Management Inc owners & executives

4 reported
NameTitleOwnershipSince
Henry Michael PastsExecutive Vice PresidentUnder 5%2023
Isaac Charles Braley ControlPresident, DirectorUnder 5%2008
Matthew Alexander Pasts ControlCeo, Cco,treasurer, Director25-50%1996
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Frequently asked questions

How much does Bts Asset Management Inc manage?

Bts Asset Management Inc reports $144.8 million in regulatory assets under management on its Form ADV.

How many employees does Bts Asset Management Inc have?

Bts Asset Management Inc reports 13 employees.

Where is Bts Asset Management Inc located?

Bts Asset Management Inc is based in Lincoln, MA and has been SEC-registered since 1979.

Does Bts Asset Management Inc disclose fund performance?

Bts Asset Management Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address55 Old Bedford Road, Suite 203, Lincoln, MA 01773
Phone781-863-2545
Fax781-860-9051
Office hours8:30 A.M To 4:30 p.m.
SEC regionBoston Regional Office (BRO)
CIK1532842
Discloses disciplinary historyYes

Regulatory AUM

$144.8M▼ 23%
Mar '25 — $188.8MApr '25 — $188.8MMay '25 — $188.8MJun '25 — $188.8MJul '25 — $188.8MAug '25 — $188.8MSep '25 — $188.8MOct '25 — $188.8MNov '25 — $188.8MDec '25 — $188.8MJan '26 — $188.8MFeb '26 — $188.8MMar '26 — $144.8MApr '26 — $144.8MMay '26 — $144.8MJun '26 — $144.8M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 84%
Larger than 16% of 16,271 advisers
EmployeesTop 34%
More than 66% of 16,825 advisers

Assets under management

$144.8Mregulatory AUM
Discretionary $144.8M