RIA IntelAdvisersMassachusettsELLISVILLE HARBOUR PARTNERS

ELLISVILLE HARBOUR PARTNERS

Advisory

MA

Data as of Aug 12, 2026 · Source: SEC Form ADV

Rank in MA
#1,311
of 1,590 advisers by AUM
Average account
$1M
across 17 accounts
AUM per adviser
$25M
1 advisers

Source: SEC Form ADV. Figures as filed Aug 12, 2026.

Total AUM
$25M
1-Year AUM Growth
3-Year CAGR
Employees
1
Assets Under Management
Total AUM$25M
Discretionary AUM$9M
Non-Discretionary AUM$16M
Discretionary %36%
Total Clients11
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InMA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MA

Closest by assets under management. All figures from Form ADV.

ARIA PARTNERS GP, LLC
BOSTON, MA
$25M
0.0% 1Y
TDC GROUP, LLC.
BEVERLY, MA
$25M
-42.2% 1Y
LINDA COLLEEN NELSON
$25M
TH LEE, PUTNAM CAPITAL MANAGEMENT, L.L.C.
BOSTON, MA
$25M
-61.6% 1Y
NAV WEALTH MANAGEMENT LLC
$25M
OKEMO CAPITAL MANAGEMENT, LLC
STOW, MA
$25M

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