Assetgrade, 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 4, 2026, reports $338M in regulatory assets under management, 3 employees, 7 offices, and 739 accounts.
Assets Under Management
$338M
Employees
3
Offices
7 offices
Total Clients
171
Primary office
BOSTON, MA
ONE BOSTON PLACE, 201 WASHINGTON, SUITE 2600, BOSTON, MA, United States
Top client segmentHNWI represent 54.4% of total clients.
Top client categories% of clientsClients
1
HNWI
54.4%
93
2
Individuals
42.1%
72
3
Pension Plans
1.8%
3
4
Corporations
1.2%
2
5
Charitable
0.6%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$338Mas of March 4, 2026
Discretionary100.0%
$338M
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.
Total AUM$338M
Total Accounts739
10Y AUM Change+$212M (+168.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee57:1
10Y Employee Change0 (0.0%)
* 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.