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| Mayflower Financial Advisors LLC
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| CRD # | 307857 |
| SEC # | 801-118381 |
| CIK # | 0001852930 |
| AUM | 5,815.6 M (2026-05-26) |
| Employees | 33 (82% Investors, 67% Brokers) |
| Fees | |
| Minimum | |
| Phone | 617-259-1767 |
| Address | 265 Franklin Street Boston, MA 02110 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001852930 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Duke Energy Corp | 36.8 | ||
| McDonalds Corp | 26.9 | ||
| AbbVie Inc | 25.6 | ||
| Apple Inc | 24.2 | ||
| Altria Group Inc | 19.6 | ||
| Procter & Gamble Co | 17.0 | ||
| Microsoft Corp | 16.7 | ||
| Chevron Corp | 16.3 | ||
| Alphabet Inc | 14.7 | ||
| Nvidia Corp | 14.0 | ||
| Alphabet Inc | 12.1 | ||
| Bristol Myers Squibb Co | 12.0 | ||
| FPL Group Inc | 11.8 | ||
| International Business Machines Corp | 10.7 | ||
| Southern Co | 9.9 | ||
| Amazon Com Inc | 9.4 | ||
| Prev | Page 1 | Next | |||
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | Mayflower Capital Fund II A Series of Mayflower Commodore Funds LLC | [2022-03-18] | 1.1 M | 1.3 M |
| Offered $1,125,000 · Filed 2021-12-14 (D) · Exemption 506(b), 3(c)(7) · Minimum $50,000 · Duration One year or less · Net Assets Decline to Disclose | ||||
| PE | Mayflower Capital Fund III QCS Only A Series of Mayflower Commodore Funds LLC | [2022-03-18] | 2.3 M | 0.2 M |
| Offered $2,329,570 · Filed 2021-11-05 (D) · Exemption 506(b), 3(c)(7) · Minimum $50,000 · Duration One year or less · Net Assets Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 593 | 0.2 |
| (b) Individuals (high net worth individuals) | 333 | 1.1 |
| (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 | 249 | 4.4 |
| (h) Charitable organizations | 21 | 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 | 27 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,924 | 5.8 |
| By Discretionary | ||
| Discretionary | 2,735 | 1.8 |
| Non-Discretionary | 189 | 4.0 |
| Total | 2,924 | 5.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 5.8 | |
| Total | 2,924 | 5.8 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Richard Thoms | Executive Officer | 7187 | 139 | |
| Assure Fund Management II | Director | 6187 | 139 | |
| Jeremy Neilson | Executive Officer | 6656 | 98 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001852930] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Fund Types | Private Equity |
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