INVESTORS MOSAIC, LLC

INVESTORS MOSAIC, LLC is an SEC-registered investment adviser (CRD 168619). Regulatory assets under management: $192.1M.

Registration

• CRD: 168619
• SEC file number: 801-130393
• Type: Registered investment adviser
• Phone: (617) 272-0006
• Latest filing: 2026-03-30
• Regulatory AUM: $192.1M
• Discretionary AUM: $192.1M
• Clients: 2
• Accounts: 164

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

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 168619 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search