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| Mayflower Financial Advisors LLC
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|---|---|
| CRD # | 307857 |
| SEC # | 801-118381 |
| CIK # | 0001852930 |
| AUM | $4.8 B (2025-03-21) |
| Employees | 30 (80% Investors, 67% Brokers) |
| Phone | 617-259-1767 |
| Address | 265 Franklin Street Boston, MA 02110 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001852930 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 21.1 | ||
| Apple Inc | 17.8 | ||
| Nvidia Corp | 10.6 | ||
| Wayfair Inc | 8.3 | ||
| Klaviyo Inc | 7.8 | ||
| Amazon Com Inc | 7.5 | ||
| Alphabet Inc | 6.8 | ||
| Broadcom Inc | 6.1 | ||
| Alphabet Inc | 6.0 | ||
| Prev | Page 1 | Next | |||
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Mayflower Capital Fund II A Series of Mayflower Commodore Funds LLC | [2022-03-18] | 1.1 | 1.3 |
| PE | Mayflower Capital Fund III QCS Only A Series of Mayflower Commodore Funds LLC | [2022-03-18] | 2.3 | 0.5 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 560 | 0.4 |
| (b) Individuals (high net worth individuals) | 240 | 0.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 0.0 |
| (g) Pension and profit sharing plans | 217 | 3.6 |
| (h) Charitable organizations | 26 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 40 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 2,482 | 4.8 |
| By Discretionary | ||
| Discretionary | 2,327 | 1.5 |
| Non-Discretionary | 155 | 3.3 |
| Total | 2,482 | 4.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.8 | |
| Total | 2,482 | 4.8 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Assure Fund Management II | 6187 | ||
| Richard Thoms | 7034 | ||
| Jeremy Neilson | 6656 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001852930] |
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|---|---|---|
|
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360 One Portfolio Managers Limited
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