RIA Intel›Advisers›Massachusetts›DAINTREE ADVISORS LLC

DAINTREE ADVISORS LLC

Advisory

N·BOSTON, MA

Data as of Jun 28, 2021 · Source: SEC Form ADV

Total AUM

$1.3B

1-Year AUM Growth

+13.9%

3-Year CAGR

+5.4%

Employees

12

Assets Under Management

Total AUM$1.3B

Discretionary AUM$1.3B

Non-Discretionary AUM$21M

Discretionary %98.4%

Total Clients—

Team

Total Employees12

Investment Advisers27

Employee Growth (1Y)—

Filing History

Total Filings on Record38

First FilingFeb 23, 2010

Latest FilingJun 28, 2021

🔒 Full AUM trend chart and 38 historical filings spanning 11+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on DAINTREE ADVISORS LLC

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