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Tableaux LLC

● SEC registered since 2024CRD 319355SEC# 801-131336Great Barrington, MA
Export (members)
Reg. AUM
$229.7M
Employees
6
Accounts
617
Location
Great Barrington, MA

Tableaux LLC assets under management

Tableaux LLC is a registered investment adviser overseen by the SEC based in Great Barrington, MA. The firm has been registered since 2024. It reports $229.7 million in regulatory assets under management and employs 6 people.

Tableaux LLC owners & executives

2 reported
NameTitleOwnershipSince
Luke Farrell Delorme ControlDirector Of Financial Planning And Financial Advisor25-50%2024
Matthew Samuel Chester ControlManaging Director, Financial Advisor, And Chief Compliance OfficerOver 75%2022

Frequently asked questions

How much does Tableaux LLC manage?

Tableaux LLC reports $229.7 million in regulatory assets under management on its Form ADV.

How many employees does Tableaux LLC have?

Tableaux LLC reports 6 employees.

Where is Tableaux LLC located?

Tableaux LLC is based in Great Barrington, MA and has been SEC-registered since 2024.

Does Tableaux LLC disclose fund performance?

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

Contact & registration

Address80 Maple Avenue, Suite 5, Great Barrington, MA 01230
Phone413-264-2400
Office hours9a.m.-5p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Regulatory AUM

$229.7M▲ 49%
Mar '25 — $154.3MApr '25 — $154.3MMay '25 — $154.3MJun '25 — $154.3MJul '25 — $154.3MAug '25 — $154.3MSep '25 — $154.3MOct '25 — $154.3MNov '25 — $154.3MDec '25 — $154.3MJan '26 — $154.3MFeb '26 — $154.3MMar '26 — $229.7MApr '26 — $229.7MMay '26 — $229.7MJun '26 — $229.7M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 70%
Larger than 30% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers

Assets under management

$229.7Mregulatory AUM
Discretionary $204.5MNon-discretionary $25.3M