RIA Intel›Advisers›Massachusetts›DECLARATION MANAGEMENT & RESEARCH LLC

DECLARATION MANAGEMENT & RESEARCH LLC

Advisory

N·BOSTON, MA

Data as of Mar 29, 2016 · Source: SEC Form ADV

Total AUM

$4.7B

1-Year AUM Growth

-14.7%

3-Year CAGR

-11.8%

Employees

3

Assets Under Management

Total AUM$4.7B

Discretionary AUM$4.7B

Non-Discretionary AUM$58M

Discretionary %98.8%

Total Clients—

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Filing History

Total Filings on Record56

First FilingJan 31, 2001

Latest FilingMar 29, 2016

🔒 Full AUM trend chart and 56 historical filings spanning 15+ 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 DECLARATION MANAGEMENT & RESEARCH LLC

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