RIA Intel›Advisers›Massachusetts›BRISBOIS CAPITAL MANAGEMENT LLC

BRISBOIS CAPITAL MANAGEMENT LLC

Advisory

WILMINGTON, MA

Data as of Mar 31, 2026 · Source: SEC Form ADV

Rank in MA

#1,001

of 1,590 advisers by AUM

Average account

$235K

across 416 accounts

AUM per adviser

$98M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$98M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

5

Assets Under Management

Total AUM$98M

Discretionary AUM$98M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients139

Team

Total Employees5

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, MA, NH, NY

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

139 clients

83 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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