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Building 2PORCHLIGHT EQUITY MANAGEMENT, LLC

Map pinWELLESLEY, MA
Phone781-992-5600
NotebookSEC #801-107583
Total AUM
$155.8M
Employees
6
Clients
6

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
20 WILLIAM STREET
SUITE 115
WELLESLEY
MA 02481
United States
Operating Hours
8:30AM-6PM
Monday - Friday
Phone
781-992-5600

ReceiptFinancials

Total AUM
$155.8M
Accounts
6
Discretionary
$155.8M
Accounts
6
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
6
AUM
$155.8M

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
MA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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