Method Advisors, LLC (Boston)

Name: Method Advisors, LLC
Address: 120 St. James Ave., Boston, MA, 02116
Telephone: 617-426-4610

Method Advisors, LLC is a large advisory firm based in Boston. It manages $95.7 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Florida and Massachusetts.

Method Advisors provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Method Advisors: assets under management

The assets under management (AUM) of Method Advisors, LLC is $95.7 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 28% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $95.7 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $47.85 million each.

Method Advisors has custody of $95.7 million in cash and securities for 2 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Method Advisors, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Method Advisors serves?

The only and largest group of clients of Method Advisors is pooled investment vehicles with 2 clients and $95.7 million of assets under management. Among the 6 most similar advisory firms, Method Advisors has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $95.7 million for 2 clients. None of the firm’s clients are foreign persons or businesses.

Method Advisors also advises several private funds. Namely, two private equity funds. The minimum investment commitment required of non-related persons is $500,000 for each fund.

Careers at Method Advisors, LLC

The company employs 3 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There are 2 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Eric William Stewart	Managing member and chief compliance officer	1 Jun 2007	Other	5384257
Christopher Paul Welch	Managing member	1 Jun 2007	75% - 100%	5384267
Jeffrey H Sung	Managing director	1 Jun 2007	Other	2897943

Based in Boston

The principal office where Method Advisors, LLC performs its advisory services is located at 120 St. James Ave., Boston, MA 02116, which is also the mailing address of the firm. An additional office of the firm is in West Palm Beach, FL. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 617-426-4610 or by fax 617-300-8915. The normal business hours are 9:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at methodadvisors.com.