RIA Intel›Advisers›Massachusetts›LINDA COLLEEN NELSON

LINDA COLLEEN NELSON

Advisory

MA

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

Rank in MA

#1,310

of 1,590 advisers by AUM

Average account

$399K

across 63 accounts

AUM per adviser

$25M

1 advisers

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

Total AUM

$25M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$25M

Discretionary AUM$0

Non-Discretionary AUM$25M

Discretionary %0%

Total Clients20

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

Fiscal Year EndDecember

Operates InMA

Succession Risk

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

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

20 clients

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

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Advisers of similar size in MA

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

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TH LEE, PUTNAM CAPITAL MANAGEMENT, L.L.C.

$25M

OXFORD MARTIN, LLC

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