# DAINTREE ADVISORS LLC

DAINTREE ADVISORS LLC of BOSTON, MA is an SEC-registered investment adviser.

## Registration

- CRD: 153197
- Type: SEC-registered investment adviser
- SEC file number: 801-71166
- Location: 100 HIGH STREET, SUITE 1110, BOSTON, MA, 02110-1781
- Phone: 617-848-3410
- Latest filing: 2021-06-28
- Regulatory AUM: $1.3B
- Discretionary AUM: $1.3B
- Non-discretionary AUM: $21.5M
- Clients: 27
- Accounts: 1,386

## Officers, owners & control persons (12)

| Name | Role | Location |
| --- | --- | --- |
| BEATTY DAVID LEE | CEO AND MEMBER; CEO, MANAGING PARTNER AND MEMBER; CEO, PARTNER AND MEMBER | — |
| OLIVER STEPHEN PRESTON | PARTNER | — |
| GODES ERIC JAMES | EXECUTIVE STRATEGIST; PRESIDENT AND COO | — |
| GALANES WILLIAM GREGOIRE | CHIEF COMPLIANCE OFFICER | — |
| FORKNER KENT MARK | CHIEF INVESTMENT OFFICER; CHIEF INVESTMENT OFFICER AND PARTNER | — |
| STETSON ANNE | CHIEF COMPLIANCE OFFICER AND MANAGING DIRECTOR | — |
| STETSON ANNE NMN | CHIEF COMPLIANCE OFFICER AND MANAGING DIRECTOR | — |
| SPECIALE WILLIAM G | MANAGING DIRECTOR; PARTNER | — |
| RENY BRENDA GRAY | COO; COO AND MANAGING DIRECTOR OF CLIENT SERVICES; COO AND PARTNER | — |
| SHAHIAN MARY | MANAGING DIRECTOR; PARTNER | — |
| ANGRISANO KAREN MARIE | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER; CHIEF COMPLIANCE OFFICER, MANAGING DIRECTOR, DIRECTOR OF OPERATIONS | — |
| Afari-Aikins Samuel | PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/153197/brochure
- Similar advisers: https://search.stillhousedata.com/firm/153197/similar
- Related entities: https://search.stillhousedata.com/firm/153197/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/153197

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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.