Adviser Investments is an investment advisor in Newton with $6.42 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
274946566
SEC advisor number
801-73098
FINRA CRD number
156984
AUM ?
$6.42 bn
(as of 25 Apr 23)
Accounts
11,734
(as of 25 Apr 23)
Employees
109
(41 investment advisory or research)
Address
Adviser Investments
85 WELLS AVENUE
SUITE 109
NEWTON
MA 02459
85 WELLS AVENUE
SUITE 109
NEWTON
MA 02459
Office hours
Monday - Friday, 9:00-5:00
Phone
6173212200
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Wiener, Daniel, Philip | Chairman | 03/2011 | < 5% |
Wiener, Daniel, Philip | Manager | 12/2020 | |
Ai Holdings GP, LLC | General Partner | 12/2020 | |
Ai Parent, LLC | Managing Member | 12/2020 | |
Summit Partners Growth Equity Fund X-a, L.P. | Limited Partner | 12/2020 | 25-50% |
Summit Partners Ge X, LP | General Partner | 12/2020 | |
Summit Partners Ge X, LLC | General Partner | 12/2020 | |
Summit Partners, L.P. | Member | 12/2020 | |
Summit Master Company, LLC | General Partner | 12/2020 | |
Jurman, Chelsea | Manager | 12/2020 | |
Ai Intermediate, LLC | Managing Member | 12/2020 | > 75% |
Sp-ai Holdings, L.P. | Managing Member | 12/2020 | |
Hamilton, Matthew, Guy | Manager | 12/2020 | |
Mirick, Christopher, R | General Counsel | 08/2021 | < 5% |
Lowell, James, Hale | Manager | 08/2021 | |
Yadlapati, Vamsi, Krishna | Manager | 04/2021 | |
Galloway, Peter, P | Chief Compliance Officer | 09/2022 | < 5% |
Ramos, Mario, Marques | Chief Executive Officer | 06/2022 | < 5% |
Gaven, Steven, Michael | Chief Financial Officer | 08/2022 | < 5% |
Clift, Timothy, John | Chief Investment Officer | 11/2022 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
29 Apr 24
13F-HR
Quarterly holdings report by institutional manager
1 Feb 24
13F-HR
Quarterly holdings report by institutional manager
11 Oct 23
13F-HR
Quarterly holdings report by institutional manager
4 Aug 23
13F-HR
Quarterly holdings report by institutional manager
25 Apr 23
13F-HR
Quarterly holdings report by institutional manager
19 Jan 23
13F-HR
Quarterly holdings report by institutional manager
14 Oct 22
13F-HR
Quarterly holdings report by institutional manager
14 Jul 22
13F-HR
Quarterly holdings report by institutional manager
4 May 22
13F-HR
Quarterly holdings report by institutional manager
31 Jan 22