RIA Intel›Advisers›Massachusetts›SHANNON INVESTMENT MANAGEMENT LLC

SHANNON INVESTMENT MANAGEMENT LLC

Advisory

MA

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

Rank in MA

#1,401

of 1,590 advisers by AUM

Average account

$627K

across 23 accounts

AUM per adviser

$14M

1 advisers

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

Total AUM

$14M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$14M

Discretionary AUM$14M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients15

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMA

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

15 clients

11 high-net-worth

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.

ACCESS FINANCIAL PLANNING, LLC

NEWBURYPORT, MA

$14M

HENNESSY, BRIAN GARRETT

$15M

MTW COMPANIES LLC

$15M

HARVEST MANAGEMENT INC

$15M

F-SQUARED ALTERNATIVE INVESTMENTS, LLC

$14M

KSQ FINANCIAL SERVICES LLC

$14M

Get the full picture on SHANNON INVESTMENT MANAGEMENT LLC

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

Create a free account →See plans