← Directory
NOBSCOT INVESTMENT MANAGEMENT LLC
CRD 283289File 801-131154
APPROVED
Retail clients
Custody
Filing as of Jan 23, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$164.2M
Bottom 25% of cohort (national)
Discretionary AUM
$164.2M
Clients
10
38 accounts
Employees
1
Bottom 25% of cohort in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Sep 20, 2024
- Principal office
- 572 WASHINGTON STREET, SUITE 4, WELLESLEY, MA, 02482
- Phone
- 781-237-2700
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $164.2M
- Discretionary AUM
- $164.2M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 38
- Non-discretionary accounts
- 0
- Total accounts
- 38
- AUM per client
- $16.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $5.8M |
| High net worth individuals | 10 | $154.7M |
| Individuals (other than high net worth individuals) | Fewer than 5 | $3.7M |
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
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- 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.