# ORIGIN INVESTMENT ADVISORY LLC

ORIGIN INVESTMENT ADVISORY LLC of BOSTON, MA is an SEC-registered investment adviser.

## Registration

- CRD: 305353
- Type: SEC-registered investment adviser
- SEC file number: 801-120236
- Location: 68 HARRISON AVENUE, STE 605 PMB 50966, BOSTON, MA, 02115-1929
- Phone: 6172273825
- Latest filing: 2026-03-26
- Regulatory AUM: $34.7M
- Discretionary AUM: $2.2M
- Non-discretionary AUM: $32.5M
- Clients: 41
- Accounts: 7,590

## Business model

- Compensation: Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (13)

| Name | Role | Location |
| --- | --- | --- |
| Matthew Peter Watson | CHIEF EXECUTIVE OFFICER/CCO | — |
| MEISTER PAUL | CHIEF OF STAFF | — |
| WATSON JOHN PETER | CEO & CHIEF COMPLIANCE OFFICER | — |
| Coombs Jeff | CONTROLLER | — |
| COOMBS JEFF MICHAEL | CONTROLLER | — |
| PARIKH SHIVANI | VP OF OPERATIONS | — |
| FINGER WALLIS KUNDAR | CHIEF COMPLIANCE OFFICER; GENERAL COUNSEL | — |
| Chalhoub Henri Jean Claude | SHAREHOLDER | — |
| BLAYLOCK DAVID WAYNE | HEAD OF ADVICE AND PLANNER COMPLIANCE | — |
| BLAYLOCK DAVID W | HEAD OF ADVICE AND PLANNER COMPLIANCE | — |
| DE PAULA JOAO | CHIEF TECHNOLOGY OFFICER / CO-FOUNDER | — |
| MEISTER PAUL AARON | CHIEF OF STAFF | — |
| DE PAULA E SILVA JOAO PEDRO VIEIRA | CHIEF TECHNOLOGY OFFICER / CO-FOUNDER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/305353/brochure
- Similar advisers: https://search.stillhousedata.com/firm/305353/similar
- Related entities: https://search.stillhousedata.com/firm/305353/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/305353

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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.