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Weybosset Research & Management, LLC

● SEC registered since 2000CRD 108047SEC# 801-57627Providence, RI
Export (members)
Reg. AUM
$340.9M
Employees
3
Accounts
225
Location
Providence, RI

Weybosset Research & Management, LLC assets under management

Weybosset Research & Management, LLC is a registered investment adviser overseen by the SEC based in Providence, RI. The firm has been registered since 2000. It reports $340.9 million in regulatory assets under management and employs 3 people.
weybosset.comView on SEC.gov ↗

Weybosset Research & Management, LLC owners & executives

3 reported
NameTitleOwnershipSince
Fla Lewis ControlMemberOver 75%2000
Jeannine Marie Bizier ControlChief Operating Officer & Chief Compliance OfficerUnder 5%2021
Justin Edward DeutschPortfolio Manager And Member10-25%2020

Frequently asked questions

How much does Weybosset Research & Management, LLC manage?

Weybosset Research & Management, LLC reports $340.9 million in regulatory assets under management on its Form ADV.

How many employees does Weybosset Research & Management, LLC have?

Weybosset Research & Management, LLC reports 3 employees.

Where is Weybosset Research & Management, LLC located?

Weybosset Research & Management, LLC is based in Providence, RI and has been SEC-registered since 2000.

Does Weybosset Research & Management, LLC disclose fund performance?

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

Contact & registration

Address50 South Main Street, Suite 205, Providence, RI 02903
Phone401-421-7171
Fax401-421-7117
Office hours8:30-5:00
SEC regionBoston Regional Office (BRO)
CIK1280604
Discloses disciplinary historyNo

Regulatory AUM

$340.9M▲ 8%
Jan '25 — $314.7MFeb '25 — $314.7MMar '25 — $314.7MApr '25 — $314.7MMay '25 — $314.7MJun '25 — $314.7MJul '25 — $314.7MAug '25 — $314.7MSep '25 — $314.7MOct '25 — $314.7MNov '25 — $314.7MDec '25 — $314.7MJan '26 — $340.9MFeb '26 — $340.9MMar '26 — $340.9MApr '26 — $340.9MMay '26 — $340.9MJun '26 — $340.9M
Jan '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 58%
Larger than 42% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers

Assets under management

$340.9Mregulatory AUM
Discretionary $340.9M