Overview
Assets Under Management: $144 million
Headquarters: WELLESLEY, MA
High-Net-Worth Clients: 11
Average Client Assets: $12 million
Frequently Asked Questions
NOBSCOT INVESTMENT MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #283289), NOBSCOT INVESTMENT MANAGEMENT LLC is subject to fiduciary duty under federal law.
NOBSCOT INVESTMENT MANAGEMENT LLC is headquartered in WELLESLEY, MA.
NOBSCOT INVESTMENT MANAGEMENT LLC serves 11 high-net-worth clients according to their SEC filing dated February 03, 2025. View client details ↓
According to their SEC Form ADV, NOBSCOT INVESTMENT MANAGEMENT LLC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
NOBSCOT INVESTMENT MANAGEMENT LLC manages $144 million in client assets according to their SEC filing dated February 03, 2025.
According to their SEC Form ADV, NOBSCOT INVESTMENT MANAGEMENT LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 11
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 92.08
Average High-Net-Worth Client Assets: $12 million
Total Client Accounts: 38
Discretionary Accounts: 38
Regulatory Filings
CRD Number: 283289
Last Filing Date: 2025-02-03 00:00:00
Website: https://nobscotinvest.com