Coston, McIsaac, and Partners Inc.
● SEC registered since 2015CRD 194515SEC# 801-96330Bar Harbor, ME
Reg. AUM
$466.9M
Employees
12
Accounts
1,254
Location
Bar Harbor, ME
Coston, McIsaac, and Partners Inc. assets under management
Coston, McIsaac, and Partners Inc. is a registered investment adviser overseen by the SEC based in Bar Harbor, ME. The firm has been registered since 2015. It reports $466.9 million in regulatory assets under management and employs 12 people.
Coston, McIsaac, and Partners Inc. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew Robert Shea Control | President | 50-75% | 2015 |
| Chester Gary Lloyd Control | Secretary-Cco | 10-25% | 2015 |
| Nicholas Norman Shaw Control | Chief Operating Officer | Under 5% | 2026 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Coston, McIsaac, and Partners Inc. manage?
Coston, McIsaac, and Partners Inc. reports $466.9 million in regulatory assets under management on its Form ADV.
How many employees does Coston, McIsaac, and Partners Inc. have?
Coston, McIsaac, and Partners Inc. reports 12 employees.
Where is Coston, McIsaac, and Partners Inc. located?
Coston, McIsaac, and Partners Inc. is based in Bar Harbor, ME and has been SEC-registered since 2015.
Does Coston, McIsaac, and Partners Inc. disclose fund performance?
Coston, McIsaac, and Partners Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 38 Rodick Street-Suite B, Bar Harbor, ME 04609-1806 |
| Phone | 207-288-4747 |
| Fax | 207-288-2234 |
| Office hours | 8:30-5:00 |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$466.9M▲ 15%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 50%
Larger than 50% of 16,271 advisers
EmployeesTop 35%
More than 65% of 16,825 advisers
Assets under management
$466.9Mregulatory AUM
Discretionary $466.9M