Hoffman Alan Nathan
● SEC registered since 2020CRD 109454SEC# 801-118227
Reg. AUM
$183.4M
Employees
1
Accounts
137
Location
—
Hoffman Alan Nathan assets under management
Hoffman Alan Nathan operates as an SEC-registered investment adviser. The firm has been registered since 2020. It reports $183.4 million in regulatory assets under management and employs 1 people.
Hoffman Alan Nathan owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alan Nathan Hoffman Control | Owner/Investment Advisor Representative/Chief Compliance Officer | Over 75% | 1994 |
Frequently asked questions
How much does Hoffman Alan Nathan manage?
Hoffman Alan Nathan reports $183.4 million in regulatory assets under management on its Form ADV.
How many employees does Hoffman Alan Nathan have?
Hoffman Alan Nathan reports 1 employees.
Does Hoffman Alan Nathan disclose fund performance?
Hoffman Alan Nathan is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 617-308-5087 |
| Office hours | By Appointment Only |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$183.4M▼ 19%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 77%
Larger than 23% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$183.4Mregulatory AUM
Discretionary $183.4M