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WEATHERBIE CAPITAL, LLC
BOSTON, MA
617-951-2550
SEC #801-50672Total AUM
$1.3B
Employees
7Clients
80Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
265 FRANKLIN STREET
SUITE 1603
BOSTON
MA 02110
United States
SUITE 1603
BOSTON
MA 02110
United States
Operating Hours
8:30AM - 5:30PM
Monday - Friday
Monday - Friday
Phone
617-951-2550
Other Offices
1
Financials
Total AUM
$1.3B
Accounts
80Discretionary
$1.3B
Accounts
80Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
62AUM
$16M
HNW Individual Clients
1AUM
$9.3M
Investment Company Clients
4AUM
$505.9M
Pooled Vehicle Clients
5AUM
$194.9M
Pension/Profit Sharing Plan Clients
1AUM
$171M
Charitable Organization Clients
4AUM
$139.2M
Government Entity Clients
2AUM
$268M
Insurance Company Clients
1AUM
$38.9M
Services
Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
CACODEFLILMAMENHNY
Affiliates
Affiliates
Reported 13 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.