RIA Intel›Advisers›Massachusetts›HATHAWAY & CO., LLC

HATHAWAY & CO., LLC

Advisory

ARLINGTON, MA

Data as of Apr 16, 2026 · Source: SEC Form ADV

Rank in MA

#1,436

of 1,590 advisers by AUM

Average account

$11M

across 1 accounts

AUM per adviser

$11M

1 advisers

Source: SEC Form ADV. Figures as filed Apr 16, 2026.

Total AUM

$11M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$11M

Discretionary AUM$11M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients—

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMA, MD

Succession Risk

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

See plansIncluded with the Intelligence plan

Peer Benchmarking

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.

See plansIncluded with the Intelligence plan

Client Demographics

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

See plansIncluded with the Intelligence plan

Advisers of similar size in MA

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

CONCORDIA CAPITAL ASSOCIATES, LLC

$11M

YANKEE INVESTOR, LLC

NEW BEDFORD, MA

$11M

$11M

BALANSTONE, LLC

$11M

BEINGFIT FINANCIAL, LLC

$11M

HENG REN PARTNERS LLC

$11M

Get the full picture on HATHAWAY & CO., LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track HATHAWAY & CO., LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans