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THAYER PARTNERS LLC
CRD 290734File 801-118392
APPROVED
Retail clients
Custody
Filing as of Apr 2, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$685.7M
Above cohort median (national)
Discretionary AUM
$438.5M
Non-discretionary $247.2M
Clients
373
373 accounts
Employees
11
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Apr 6, 2020
- Principal office
- Not reported
- Phone
- 617-275-5430
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $685.7M
- Discretionary AUM
- $438.5M
- Non-discretionary AUM
- $247.2M
- Discretionary accounts
- 348
- Non-discretionary accounts
- 25
- Total accounts
- 373
- AUM per client
- $1.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $1.3M |
| High net worth individuals | 140 | $354.9M |
| Pension and profit sharing plans | 18 | $247.7M |
| Individuals (other than high net worth individuals) | 212 | $81.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — CONSULTING FEES
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 12 | 11 | decreased by1 |
| Apr 1, 2026 | Clients | 226 | 373 | increased by147 |
| Apr 1, 2026 | AUM | $401,277,320 | $685,710,296 | increased by$284,432,976 |
| Apr 1, 2026 | Accounts | 609 | 373 | decreased by236 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 6 | 12 | increased by6 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 274 | 226 | decreased by48 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $408,661,000 | $401,277,320 | decreased by$7,383,680 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 274 | 609 | increased by335 |
| Jul 1, 2022 | Employees | 5 | 6 | increased by1 |
| Jul 1, 2022 | Clients | 101 | 274 | increased by173 |
| Jul 1, 2022 | AUM | $261,729,397 | $408,661,000 | increased by$146,931,603 |
| Jul 1, 2022 | Accounts | 265 | 274 | increased by9 |
| Apr 1, 2022 | Clients | 110 | 101 | decreased by9 |
| Apr 1, 2022 | AUM | $252,998,010 | $261,729,397 | increased by$8,731,387 |
| Apr 1, 2022 | Accounts | 227 | 265 | increased by38 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “THAYER PARTNERS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“THAYER PARTNERS” may also match similarly-named firms). Confirm identity against each filing.
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.