SHANNON INVESTMENT MANAGEMENT

SHANNON INVESTMENT MANAGEMENT is an SEC-registered investment adviser (CRD 174100). Regulatory assets under management: $14.4M.

Registration

• CRD: 174100
• Type: Registered investment adviser
• Phone: 508-468-8397
• Latest filing: 2026-03-16
• Regulatory AUM: $14.4M
• Discretionary AUM: $14.4M
• Clients: 1
• Accounts: 23

Business model

Compensation: % of AUM.

Clients served: 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 174100 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search