THE BUTTERFIELD GROUP LLC

THE BUTTERFIELD GROUP LLC is an SEC-registered investment adviser (CRD 312852). Regulatory assets under management: $7.9M.

Registration

• CRD: 312852
• Type: Registered investment adviser
• Phone: 3104335936
• Latest filing: 2026-06-01
• Regulatory AUM: $7.9M
• Discretionary AUM: $7.9M
• Clients: 1
• Accounts: 60

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, 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 312852 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search