Method Advisors LLC

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Assets, Funds, Holdings

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Method Advisors LLC
CRD #144644
SEC #801-68202
CIK #
AUM
Employees 5 (100% Investors, 0% Brokers)
Phone617-426-4610
Address117 Kendrick Street
Needham, MA 02494
Source [IAPD] [Website]
Total AUM ($M)
16012896643202005201120172024
Type Form D Funds Date Sold ($M) AUM ($M)
PE Method Advisors 2009 Continuation Fund LP [2021-03-31] 55.9 39.2
PE Method Advisors 2012 Continuation Fund LP [2021-03-31] 20.6 44.8
PE Method Advisors 2009 LP [2012-03-28] 88.7 52.8
PE Method Advisors 2012 LP [2012-03-28] 25.8 37.4
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 1 48.1
(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 83.9
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 1 15.2
(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 0 0.0
(n) Other 0 0.0
Total 4 147.2
By Discretionary
Discretionary 2 83.9
Non-Discretionary 2 63.3
Total 4 147.2
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 147.2
Total 4 147.2
Form D Directors # Filings # Firms 2011 - 2025
Christopher Welch 15
Eric Stewart 23
Jeffrey Sung 4
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