Weatherbie Capital, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Boston, MA. Its latest Form ADV filing, dated March 31, 2026, reports $1.3B in regulatory assets under management, 7 employees, 1 office, and 80 accounts.
Assets Under Management
$1.3B
Employees
7
Offices
1 office
Total Clients
80
Primary office
BOSTON, MA
265 FRANKLIN STREET, SUITE 1603, BOSTON, MA, United States
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 77.5% of total clients.
Top client categories% of clientsClients
1
Individuals
77.5%
62
2
Pooled Investment Vehicles
6.3%
5
3
Investment Cos.
5.0%
4
4
Charitable
5.0%
4
5
Government
2.5%
2
Categories with <5 clients
Charitable Organizations<5 clients
High net worth individuals (HNWI)<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.3Bas of March 31, 2026
Discretionary100.0%
$1.3B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.3B
Total Accounts80
10Y AUM Change+$482M (+55.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee11:1
10Y Employee Change-2 (-22.2%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.