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ASSABET ADVISORS, LLC
CRD 127795File 801-120592
APPROVED
Retail clients
Filing as of Mar 11, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$171.4M
Bottom 25% of cohort (national)
Discretionary AUM
$167.8M
Non-discretionary $3.6M
Clients
77
217 accounts
Employees
3
Bottom 25% of cohort in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Mar 25, 2021
- Principal office
- 1087 MAIN STREET, HOLDEN, MA, 01520
- Phone
- (508) 351-9666
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $171.4M
- Discretionary AUM
- $167.8M
- Non-discretionary AUM
- $3.6M
- Discretionary accounts
- 215
- Non-discretionary accounts
- 2
- Total accounts
- 217
- AUM per client
- $2.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $67K |
| Charitable organizations | Fewer than 5 | $6.9M |
| High net worth individuals | 45 | $146.8M |
| Pension and profit sharing plans | Fewer than 5 | $3.6M |
| Individuals (other than high net worth individuals) | 32 | $14.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- 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.