# ASSABET ADVISORS, LLC

ASSABET ADVISORS, LLC of HOLDEN, MA is an SEC-registered investment adviser.

## Registration

- CRD: 127795
- Type: SEC-registered investment adviser
- SEC file number: 801-120592
- Location: 1087 MAIN STREET, HOLDEN, MA, 01520
- Phone: (508) 351-9666
- Latest filing: 2026-03-11
- Regulatory AUM: $171.4M
- Discretionary AUM: $167.8M
- Non-discretionary AUM: $3.6M
- Clients: 3
- Accounts: 217

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Pooled vehicles

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| Wayne Martin Ushman | MANAGING DIRECTOR | — |
| Robert Edward Jacobsen | DIRECTOR AND CHIEF COMPLIANCE OFFICER | — |
| USHMAN WAYNE MARTIN | MANAGING DIRECTOR; MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICER | — |
| PHELPS ELIZABETH BLAKESLEE | DIRECTOR/CHIEF COMPLIANCE OFFICER | — |
| JACOBSEN ROBERT EDWARD | DIRECTOR AND CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/127795/brochure
- Similar advisers: https://search.stillhousedata.com/firm/127795/similar
- Related entities: https://search.stillhousedata.com/firm/127795/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/127795

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.