GILBERT INVESTMENT MANAGEMENT

GILBERT INVESTMENT MANAGEMENT of BOSTON, MA is an SEC-registered investment adviser (CRD 290936). Regulatory assets under management: $17.9M.

Registration

• CRD: 290936
• Type: Registered investment adviser
• Location: 20 MCKENNA TER, BOSTON, MA, 02132
• Phone: 617-645-1625
• Latest filing: 2026-06-23
• Regulatory AUM: $17.9M
• Discretionary AUM: $12.3M
• Non-discretionary AUM: $5.7M
• Clients: 2
• Accounts: 54

Business model

Compensation: % of AUM.

Clients served: High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 290936 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search