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Knott Asset Management, LLC (Cambridge)


Knott Asset Management, LLC is an adviser based in Cambridge. It manages $84.72 million of regulatory assets for 163 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdictions of California, Delaware, Florida, and 8 other states.

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Knott Asset Management provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Knott Asset Management: assets under management

The assets under management (AUM) of Knott Asset Management, LLC is $84.72 million. The firm's AUM has gone down by -63% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $80.24 million in discretionary accounts and $4.49 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $498.36 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $2.24 million.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Knott Asset Management, LLC for their services and products based on a percentage of assets under management. 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.

Indirect Owners

The SEC currently registers 7 indirect owners.

Name Entity Date acquired Ownership Employer ID
Geoffrey Robert Hoguet Partner 1 Nov 2009 25% - 50% 5808052
Llc Npi Partners General partner 1 Nov 2009 Other 27-0616521
Vincent James Esposito Partner 1 Nov 2009 25% - 50% 1330418
Blackbriar Group Llc Partner 1 Nov 2009 25% - 50% 27-3853521
Vladimir Ivanovich Scherbakov Owner 1 Dec 2011 75% - 100% 6041869
S.A Fund For Private Investments Owner 1 Jan 2012 75% - 100% foreign entity
Welton Investments Llc Partner 1 Jan 2012 75% - 100% 37-1655002

Based in Cambridge

The principal office where Knott Asset Management, LLC performs its advisory services is located at 43 Thorndike St, Cambridge, MA 02141 1764, which is also the mailing address of the firm. An additional office of the firm is in Exton, PA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 617-575-7100 or by fax 617-588-0183. The normal business hours are 8:30 - 5:00 on Monday - Friday. You can find more information about the New York firm at www.knottasset.com.


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