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| Minot Deblois Advisors LLC
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|---|---|
| CRD # | 140170 |
| SEC # | 801-69950 |
| CIK # | 0001475933 |
| AUM | 2,044.1 M (2026-03-28) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 617-557-7413 |
| Address | One Federal Street Boston, MA 02110 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alphabet Inc | 4.2 | ||
| Apple Inc | 3.8 | ||
| Nvidia Corp | 2.9 | ||
| Microsoft Corp | 2.9 | ||
| Amazon Com Inc | 2.9 | ||
| Ace Ltd | 1.5 | ||
| Union Pacific Corp | 1.5 | ||
| American Express Co | 1.4 | ||
| Analog Devices Inc | 1.4 | ||
| Danaher Corp /DE/ | 1.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 67 | 0.6 |
| (b) Individuals (high net worth individuals) | 120 | 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 | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 15 | 0.3 |
| (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 | 1 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 621 | 2.0 |
| By Discretionary | ||
| Discretionary | 187 | 0.2 |
| Non-Discretionary | 434 | 1.9 |
| Total | 621 | 2.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.0 | |
| Total | 621 | 2.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001475933] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Retail |
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