Bts Asset Management Inc
● SEC registered since 1979CRD 105215SEC# 801-14895Lincoln, MA
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| Name | Title | Ownership | Since |
|---|---|---|---|
| Henry Michael Pasts | Executive Vice President | Under 5% | 2023 |
| Isaac Charles Braley Control | President, Director | Under 5% | 2008 |
| Matthew Alexander Pasts Control | Ceo, Cco,treasurer, Director | 25-50% | 1996 |
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Join to unlock · $37/moFrequently 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
| Address | 55 Old Bedford Road, Suite 203, Lincoln, MA 01773 |
| Phone | 781-863-2545 |
| Fax | 781-860-9051 |
| Office hours | 8:30 A.M To 4:30 p.m. |
| SEC region | Boston Regional Office (BRO) |
| CIK | 1532842 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$144.8M▼ 23%
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