Charlesbridge Advisors, LLC
● SEC registered since 2026CRD 341159SEC# 801-136229Dedham, MA
Reg. AUM
$108.5M
Employees
4
Accounts
7
Location
Dedham, MA
Charlesbridge Advisors, LLC assets under management
Charlesbridge Advisors, LLC is a registered investment adviser overseen by the SEC based in Dedham, MA. The firm has been registered since 2026. It reports $108.5 million in regulatory assets under management and employs 4 people.
Charlesbridge Advisors, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Charlesbridge, Mhc Control | Holding Company | Over 75% | 2026 |
| Kathryn Hersey Control | President & Chief Investment Officer | Under 5% | 2026 |
| Robert Thomas Boon Control | Chief Compliance Officer | Under 5% | 2026 |
Frequently asked questions
How much does Charlesbridge Advisors, LLC manage?
Charlesbridge Advisors, LLC reports $108.5 million in regulatory assets under management on its Form ADV.
How many employees does Charlesbridge Advisors, LLC have?
Charlesbridge Advisors, LLC reports 4 employees.
Where is Charlesbridge Advisors, LLC located?
Charlesbridge Advisors, LLC is based in Dedham, MA and has been SEC-registered since 2026.
Does Charlesbridge Advisors, LLC disclose fund performance?
Charlesbridge Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 888 Washington Street, Dedham, MA 02026 |
| Phone | (781) 682-3299 |
| Fax | N/A |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$108.5MNo change
Sep '26Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 92%
Larger than 8% of 16,389 advisers
EmployeesTop 69%
More than 31% of 16,799 advisers
Assets under management
$108.5Mregulatory AUM
Discretionary $8.1MNon-discretionary $100.3M