RIA Intel›Advisers›Massachusetts›EQUITY FUND RESEARCH, LLC

EQUITY FUND RESEARCH, LLC

Advisory

Data as of Feb 4, 2026 · Source: SEC Form ADV

Rank in MA

#1,590

of 1,590 advisers by AUM

AUM change, 1 year

-3.1%

36th percentile in MA

AUM CAGR, 3 year

+1.9%

compound annual growth

Average account

$2

across 1 accounts

AUM per adviser

$2

1 advisers

Filing history

17

filings since 2005

Source: SEC Form ADV. Figures as filed Feb 4, 2026.

Total AUM

$2

1-Year AUM Growth

-3.1%

3-Year CAGR

+1.9%

Employees

1

Assets Under Management

Total AUM$2

Discretionary AUM$2

Non-Discretionary AUM$0

Discretionary %100%

Total Clients1

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Filing History

Total Filings on Record17

First FilingOct 10, 2005

Latest FilingFeb 4, 2026

Full AUM trend chart and 17 historical filings spanning 21+ years

Included with Pro →

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMA

Succession Risk

Elevated risk

Composite band across five pillars

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

See plansIncluded with the Intelligence plan

Peer Benchmarking

51st percentile

Composite rank among MA advisers

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

See plansIncluded with the Intelligence plan

Owners & Officers

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

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Client Demographics

1 clients

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

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Advisers of similar size in MA

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

STANDISH CAPITAL MANAGEMENT, LLC

$5

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