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Srb Corporation

● SEC registered since 2012CRD 161163SEC# 801-73734Boston, MA
Export (members)
Reg. AUM
$4.82B
Employees
4
Accounts
22
Location
Boston, MA

Srb Corporation assets under management

Srb Corporation is a registered investment adviser overseen by the SEC based in Boston, MA. The firm has been registered since 2012. It reports $4.8 billion in regulatory assets under management and employs 4 people.

Srb Corporation owners & executives

7 reported
NameTitleOwnershipSince
Andrew Allison McElweeDirectorUnder 5%2022
Frederick Carter ChildsDirector And Chief Compliance OfficerUnder 5%1999
James Nathan BaileyDirectorUnder 5%1987
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Frequently asked questions

How much does Srb Corporation manage?

Srb Corporation reports $4.8 billion in regulatory assets under management on its Form ADV.

How many employees does Srb Corporation have?

Srb Corporation reports 4 employees.

Where is Srb Corporation located?

Srb Corporation is based in Boston, MA and has been SEC-registered since 2012.

Does Srb Corporation disclose fund performance?

Srb Corporation is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address695 Atlantic Avenue, Boston, MA 02111-2623
Phone857-205-1697
Fax877-576-2419
Office hours8 a.m. To 6 p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Regulatory AUM

$4.82B▲ 15%
Mar '25 — $4.2BApr '25 — $4.2BMay '25 — $4.2BJun '25 — $4.2BJul '25 — $4.2BAug '25 — $4.2BSep '25 — $4.2BOct '25 — $4.2BNov '25 — $4.2BDec '25 — $4.2BJan '26 — $4.2BFeb '26 — $4.2BMar '26 — $4.82BApr '26 — $4.82BMay '26 — $4.82BJun '26 — $4.82B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 13%
Larger than 87% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers

Assets under management

$4.82Bregulatory AUM
Discretionary $4.82B