O'ROURKE & COMPANY, INCORPORATED

O'ROURKE & COMPANY, INCORPORATED of BOSTON, MA is an SEC-registered investment adviser (CRD 132481). Regulatory assets under management: $555.1M.

Registration

• CRD: 132481
• SEC file number: 801-64660
• Type: Registered investment adviser
• Location: 84 STATE STREET, SUITE 840, BOSTON, MA, 02109
• Phone: 617-482-4200
• Latest filing: 2026-07-06
• Regulatory AUM: $555.1M
• Discretionary AUM: $550.0M
• Non-discretionary AUM: $5.0M
• Clients: 4
• Accounts: 738

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 132481 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search