# ASSETGRADE, LLC

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

## Registration

- CRD: 168779
- Type: SEC-registered investment adviser
- SEC file number: 801-119499
- Location: ONE BOSTON PLACE, 201 WASHINGTON, SUITE 2600, BOSTON, MA, 02108-4420
- Phone: 617-933-7257
- Latest filing: 2026-07-16
- Regulatory AUM: $337.7M
- Discretionary AUM: $337.7M
- Clients: 3
- Accounts: 739

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Pensions

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Susan Lynn Powers | CHIEF COMPLIANCE OFFICER AND OWNER | — |
| Katherine W Hennessy | OWNER | — |
| Patrick R Cote | OWNER | — |
| POWERS SUSAN LYNN | CHIEF COMPLIANCE OFFICER AND OWNER; CHIEF COMPLIANCE OFFICER AND PARTNER | — |
| HENNESSY KATHERINE W | OWNER | — |
| COTE PATRICK R | OWNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/168779/brochure
- Similar advisers: https://search.stillhousedata.com/firm/168779/similar
- Related entities: https://search.stillhousedata.com/firm/168779/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/168779

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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.