Adviser Profile

As of Date 03/17/2026
Registration SEC, Approved, 11/02/2017
ADV Location BRAINTREE, MA, United States
Contact Info 617 xxxxxxx
Websites
AUM* 675,245,909 27%
of that, discretionary 589,925,742 14%
Number of Employees 7 -13%
of those in investment advisory functions 7
Private Fund GAV* 0
Avg Account Size 935,244 7%
% High Net Worth 56.92% 19%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Other investment advisers
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

590M 506M 421M 337M 253M 169M 84M
2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Form ADV-E Surprise Examination Reports

Accounting Firm Name Filing Date Form ADV-E
Accounting Firm Name ASHLAND PARTNERS & COMPANY LLP Filing Date08/13/2025 Form ADV-E View Report
Accounting Firm Name ASHLAND PARTNERS & COMPANY LLP Filing Date12/17/2024 Form ADV-E View Report
Accounting Firm Name ASHLAND PARTNERS & COMPANY LLP Filing Date08/10/2023 Form ADV-E View Report

Similar advisers

Adviser Hedge Fund Liquidity Fund Private Equity Fund Real Estate Fund Securitized Asset Fund Venture Capital Fund Other Fund Total Private Fund GAV AUM #Funds
Adviser ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM532.9m #Funds-
Adviser FAMILY FINANCIAL Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM280.3m #Funds-
Adviser BALENTINE Hedge Fund- Liquidity Fund- Private Equity Fund165.6m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV165.6m AUM5.5b #Funds10
Adviser AUTUMN GLORY PARTNERS, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM747.6m #Funds-
Adviser SHAYNE & JACOBS, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM429.5m #Funds-
Adviser PATHMONT INVESTMENT MANAGEMENT Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM169.7m #Funds-
Adviser AVITY INVESTMENT MANAGEMENT INC. Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM2.0b #Funds-
Adviser ARLINGTON FINANCIAL ADVISORS, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM1.2b #Funds-
Adviser MENGIS CAPITAL MANAGEMENT, INC. Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM903.5m #Funds-
Adviser ZENITH WEALTH ADVISORS Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM328.3m #Funds-

Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker037833100 Stock NameAPPLE INC $ Position$19,293,368 % Position5.00% $ Change-11.00% # Change-4.00%
Stck Ticker67066G104 Stock NameNVIDIA CORPORATION $ Position$13,632,197 % Position4.00% $ Change-19.00% # Change-13.00%
Stck Ticker02079K305 Stock NameALPHABET INC $ Position$13,989,696 % Position4.00% $ Change-11.00% # Change-3.00%
Stck Ticker594918104 Stock NameMICROSOFT CORP $ Position$15,844,283 % Position4.00% $ Change-20.00% # Change4.00%
Stck Ticker874039100 Stock NameTAIWAN SEMICONDUCTOR MANUFAC $ Position$10,362,518 % Position3.00% $ Change8.00% # Change-3.00%
Stck Ticker11135F101 Stock NameBROADCOM INC $ Position$10,536,546 % Position3.00% $ Change-15.00% # Change-5.00%
Stck Ticker464287440 Stock NameISHARES TR $ Position$10,843,952 % Position3.00% $ Change-2.00% # Change-2.00%
Stck Ticker023135106 Stock NameAMAZON COM INC $ Position$10,989,471 % Position3.00% $ Change-12.00% # Change-2.00%
Stck Ticker464287465 Stock NameISHARES TR $ Position$12,431,358 % Position3.00% $ Change33.00% # Change31.00%
Stck Ticker31609A206 Stock NameFIDELITY COVINGTON TRUST $ Position$12,553,774 % Position3.00% $ Change-6.00% # Change-6.00%

Brochure Summary