Cabot Wellington LLC is a large advisory firm based in Boston. It manages $864.42 million of regulatory assets for 197 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Massachusetts and New York.
Cabot Wellington provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers, and fiduciary services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Cabot Wellington LLC is $864.42 million. The firm's AUM has grown by 163% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Cabot Wellington LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Sophie Cabot Black has been acting as President since 1 Nov 2010. Richard Angus West has served as the Chief Investment Officer since 1 Jan 2002. John Maxwell Reynolds joined the executive team most recently as the Interim Executive Director And Cco.
The principal office where Cabot Wellington LLC performs its advisory services is located at 70 Federal Street, Boston, MA 02110, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 617-451-1744 or by fax 617-451-1733. The normal business hours are 9 a.m.-5p.m. on Monday - Friday. You can find more information about the New York firm at cabwel.com.