Investors Mosaic, LLC
● SEC registered since 2024CRD 168619SEC# 801-130393
Reg. AUM
$192.1M
Employees
2
Accounts
164
Location
—
Investors Mosaic, LLC assets under management
Investors Mosaic, LLC is a registered investment adviser overseen by the SEC. The firm has been registered since 2024. It reports $192.1 million in regulatory assets under management and employs 2 people.
Investors Mosaic, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Evan McCormick Control | President, Ceo And Cco | Over 75% | 2013 |
Frequently asked questions
How much does Investors Mosaic, LLC manage?
Investors Mosaic, LLC reports $192.1 million in regulatory assets under management on its Form ADV.
How many employees does Investors Mosaic, LLC have?
Investors Mosaic, LLC reports 2 employees.
Does Investors Mosaic, LLC disclose fund performance?
Investors Mosaic, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | (617) 272-0006 |
| Office hours | 9:00 - 4:00 |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$192.1M▲ 29%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 76%
Larger than 24% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$192.1Mregulatory AUM
Discretionary $192.1M