ACUMEN ASSOCIATES LLC

ACUMEN ASSOCIATES LLC is an SEC-registered investment adviser (CRD 314041). Regulatory assets under management: $627K.

Registration

• CRD: 314041
• Type: Registered investment adviser
• Phone: 617-335-5495
• Latest filing: 2026-03-31
• Regulatory AUM: $627K
• Discretionary AUM: $627K
• Clients: 1
• Accounts: 14

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 314041 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search