Th&T Private Asset Management, LLC (Boston)

Th&T Private Asset Management, LLC is a large advisory firm based in Boston. It manages $163.42 million of regulatory assets for 153 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Massachusetts, New Hampshire, and New York.

Th&T Private Asset Management provides portfolio management for individuals and small businesses and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Th&T Private Asset Management: assets under management

The assets under management (AUM) of Th&T Private Asset Management, LLC is $163.42 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $139.61 million in discretionary accounts and $23.81 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.34 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $485.98 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Th&T Private Asset Management, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Th&T Private Asset Management, LLC

Monica Ann Ness has served as the Chief Investment Officer since 1 Mar 2004. Hurwitz & Thibeault Llp Testa joined the executive team most recently as the Member.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Hurwitz & Thibeault Llp Testa	Member	1 Nov 2003	75% - 100%	04-2524781
Monica Ann Ness	Manager	1 Nov 2003	Other	1504307
Mark M Christopher	Manager	1 Nov 2003	Other	2850462
Peter A Wilson	Manager	1 Nov 2003	Other	4750969
Mark Michael Christopher	Manager	1 Nov 2003	Other	2850462
Peter Abbott Wilson	Manager	1 Nov 2003	Other	4750969
Monica Ann Ness	Chief investment officer	1 Mar 2004	Other	1504307

Based in Boston

The principal office where Th&T Private Asset Management, LLC performs its advisory services is located at 125 High Street, Boston, MA 02110, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.