TOMASETTI INVESTMENT GROUP, LLC

TOMASETTI INVESTMENT GROUP, LLC of NEEDHAM, MA is an SEC-registered investment adviser (CRD 136442). Regulatory assets under management: $60.6M.

Registration

• CRD: 136442
• Type: Registered investment adviser
• Location: 75 SECOND AVENUE, NEEDHAM, MA, 02494
• Phone: 617-454-1200
• Latest filing: 2026-01-05
• Regulatory AUM: $60.6M
• Discretionary AUM: $60.6M
• Clients: 1
• Accounts: 177

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 136442 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search