RIA Intel›Advisers›Washington›JOSLIN CAPITAL ADVISORS LLC

JOSLIN CAPITAL ADVISORS LLC

Advisory

N·REDMOND, WA

Data as of Mar 22, 2024 · Source: SEC Form ADV

Total AUM

$450M

1-Year AUM Growth

+10.8%

3-Year CAGR

+5.5%

Employees

3

Assets Under Management

Total AUM$450M

Discretionary AUM$373M

Non-Discretionary AUM$78M

Discretionary %82.8%

Total Clients—

Team

Total Employees3

Investment Advisers6

Employee Growth (1Y)+50.0%

Filing History

Total Filings on Record18

First FilingJun 5, 2017

Latest FilingMar 22, 2024

🔒 Full AUM trend chart and 18 historical filings spanning 7+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on JOSLIN CAPITAL ADVISORS LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.