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HOFFMAN, ALAN N. INVESTMENT MANAGEMENT
Legal name: HOFFMAN ALAN NATHAN
CRD 109454File 801-118227
APPROVED
Retail clients
Filing as of Jan 21, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$183.4M
Bottom 25% of cohort (national)
Discretionary AUM
$183.4M
Clients
80
137 accounts
Employees
1
Identity & registration
ADV Item 1- Organization form
- Sole Proprietorship
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Mar 16, 2020
- Principal office
- Not reported
- Phone
- 617-308-5087
- Website
- HTTP://WWW.ANHINVEST.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $183.4M
- Discretionary AUM
- $183.4M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 137
- Non-discretionary accounts
- 0
- Total accounts
- 137
- AUM per client
- $2.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 45 | $170.4M |
| Individuals (other than high net worth individuals) | 35 | $12.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.