RIA Intel›Advisers›Massachusetts›ALTSCHULER, JAMES STEPHEN

ALTSCHULER, JAMES STEPHEN

Advisory

N·LEXINGTON, MA

Data as of Mar 15, 2022 · Source: SEC Form ADV

Total AUM

$210M

1-Year AUM Growth

+15.1%

3-Year CAGR

+13.6%

Employees

2

Assets Under Management

Total AUM$210M

Discretionary AUM$204M

Non-Discretionary AUM$5M

Discretionary %97.5%

Total Clients—

Team

Total Employees2

Investment Advisers3

Employee Growth (1Y)—

Filing History

Total Filings on Record25

First FilingJun 3, 2005

Latest FilingMar 15, 2022

🔒 Full AUM trend chart and 25 historical filings spanning 17+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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Get the full picture on ALTSCHULER, JAMES STEPHEN

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.