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.
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 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.
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.
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.
You can reach the main office by calling the phone number 617-248-7000 or by fax 617-248-7100. The normal business hours are 9:00 a.m - 5:00 p.m. on Monday - Friday.