Nobscot Investment Management LLC

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Assets, Funds, Holdings

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Nobscot Investment Management LLC
CRD #283289
SEC #801-131154
CIK #
AUM $143.8 M (2025-02-03)
Employees 1 (100% Investors, 0% Brokers)
Phone781-237-2700
Address572 Washington Street
Wellesley, MA 02482
Source [IAPD] [Website]
Total AUM ($M)
15012090603002011201620212026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 5.9
(b) Individuals (high net worth individuals) 11 132.4
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 5.5
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 38 143.8
By Discretionary
Discretionary 38 143.8
Non-Discretionary 0 0.0
Total 38 143.8
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 143.8
Total 38 143.8
Comparable Firms State AUM ($B)
Dartmouth Capital Advisors Inc
0.1
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IL 0.1
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TX 0.1
Silicon Beach Wealth LLC
CA 0.1
Wilian Securities LLC
MN 0.1
BLOM & Howell Financial Planning Inc
CA 0.1
Cornermen Financial LLC
TX 0.1
FPF FA LLC
NC 0.1
Crow Financial Advisors Ltd Co
NM 0.1
ZEIT Capital LLC
0.1
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