MINOT DEBLOIS ADVISORS LLC
Adviser information for MINOT DEBLOIS ADVISORS LLC last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Massachusetts, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 1 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 149 | $146.0M |
| Non-Discretionary | 396 | $1.6B |
| Total | 545 | $1.7B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 177 | $1.4B |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 13 | $266.4M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $600,000 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUMFixed fees |
Identifiers
| SEC RIA File Number | 801-69950 |
|---|---|
| SEC ERA File Number | 801-69950 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 140170 |
| Legal Entity Identifier | None |
Principal Office
ONE FEDERAL STREET25TH FLOOR
BOSTON
MA
United States
Monday - Friday, 9AM-5PM
Tel: 617-557-7407, Fax: 617-557-7419
Websites
Chief Compliance Officer
ROBERT BANNISH
MANAGER AND CHIEF COMPLIANCE OFFICER
ONE FEDERAL STREET
25TH FLOOR
BOSTON
MA
United States
Tel:
617-557-7413
Fax:
617-557-7419
R**@************M
(Full email address available in API data)
Regulatory Contact
ZACHARY A. BOURQUE
MANAGER AND DEPUTY CHIEF COMPLIANCE OFFICER
ONE FEDERAL STREET
25TH FLOOR
BOSTON
MA
United States
Tel:
617-557-7411
Fax:
617-557-7419
Z**@************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MCQUAID, KEVIN, T. | Individual | – | MANAGER AND TAX MATTERS PARTNER | 01/2011 | 10-25% |
| BANNISH, ROBERT, G. | Individual | – | CHIEF COMPLIANCE OFFICER AND MANAGER | 01/2011 | 25-50% |
| GULLICKSON, GREGORY, L. | Individual | – | PRESIDENT AND MANAGER | 01/2009 | 10-25% |
| BOURQUE, ZACHARY, A. | Individual | – | MANAGER | 12/2021 | 10-25% |
| RICE, HEARD & BIGELOW, INC. | Domestic Entity | – | SOLE MEMBER | 01/2009 | > 75% |
| ALLEN, SARAH, MAINS | Individual | – | MANAGER | 12/2021 | 10-25% |
| Rutledge, Adam, Correll | Individual | – | MANAGER | 01/2021 | < 5% |
| BANNISH, ROBERT, G. | Individual | RICE, HEARD & BIGELOW, INC. | SHAREHOLDER | 12/2021 | 25-50% |
| MURPHY, GREGORY, JOSEPH | Individual | – | OFFICER AND MANAGER | 01/2022 | < 5% |