RIA Intel›Advisers›Massachusetts›GILBERT INVESTMENT MANAGEMENT INC

GILBERT INVESTMENT MANAGEMENT INC

Advisory

BOSTON, MA

Data as of Jun 23, 2026 · Source: SEC Form ADV

Rank in MA
#1,360
of 1,590 advisers by AUM
Average account
$332K
across 54 accounts
AUM per adviser
$9M
2 advisers

Source: SEC Form ADV. Figures as filed Jun 23, 2026.

Total AUM
$18M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
2
Assets Under Management
Total AUM$18M
Discretionary AUM$12M
Non-Discretionary AUM$6M
Discretionary %68.4%
Total Clients54
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InMA, ME
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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

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