RIA Intel›Advisers›Massachusetts›CPASSET MANAGEMENT, INC.

CPASSET MANAGEMENT, INC.

Advisory

MA

Data as of Mar 2, 2026 · Source: SEC Form ADV

Rank in MA

#1,272

of 1,590 advisers by AUM

Average account

$3M

across 11 accounts

AUM per adviser

$30M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 2, 2026.

Total AUM

$30M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$30M

Discretionary AUM$30M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients11

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InMA

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

11 clients

11 high-net-worth

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

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