Thayer Partners LLC

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Assets, Funds, Holdings

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Thayer Partners LLC
CRD #290734
SEC #801-118392
CIK #0002010185, 0001650908
AUM $401.3 M (2025-05-30)
Employees 12 (58% Investors, 0% Brokers)
Phone617-275-5430
Address
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($M)
4503602701809002011201620212026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 141 48.4
(b) Individuals (high net worth individuals) 70 130.6
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 15 222.4
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 609 401.3
By Discretionary
Discretionary 594 178.9
Non-Discretionary 15 222.4
Total 609 401.3
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 401.3
Total 609 401.3
EDGAR Form CIK 2011 - 2025
D [0001650908]
Comparable Firms State AUM ($B)
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TX 0.4
Concorde Financial Corporation
TX 0.4
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GA 0.4
Accretive Wealth Partners LLC
NJ 0.4
WealthEdge Investment Advisors LLC
NY 0.4
Objectivity Squared LLC
SC 0.4
Wealth Advisors of Tampa Bay LLC
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Roth Financial Partners LLC
TX 0.4
Seascape Capital Management LLC
NH 0.4
Abel Hall LLC
LA 0.4
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