RIA Intel›Advisers›Massachusetts›FALCON INVESTMENT ADVISORS, LLC

FALCON INVESTMENT ADVISORS, LLC

Advisory

N·BOSTON, MA

Data as of Mar 30, 2026 · Source: SEC Form ADV

Total AUM
$3.3B
1-Year AUM Growth
-24.2%
3-Year CAGR
-8.2%
Employees
21
Assets Under Management
Total AUM$3.3B
Discretionary AUM$3.3B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients13
Team
Total Employees21
Investment Advisers33
Employee Growth (1Y)-25.0%
Filing History
Total Filings on Record20
First FilingFeb 14, 2012
Latest FilingMar 30, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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