RIA Intel›Advisers›California›HOUSATONIC MANAGEMENT COMPANY, INC.

HOUSATONIC MANAGEMENT COMPANY, INC.

Advisory

N·SAN FRANCISCO, CA

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

Total AUM
$1.7B
1-Year AUM Growth
0.0%
3-Year CAGR
+7.0%
Employees
11
Assets Under Management
Total AUM$1.7B
Discretionary AUM$1.7B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients13
Team
Total Employees11
Investment Advisers16
Employee Growth (1Y)-16.7%
Filing History
Total Filings on Record20
First FilingFeb 14, 2012
Latest FilingMar 23, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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