Ensign Investment Advisers LLC (Boston)

Ensign Investment Advisers LLC is a large advisory firm based in Boston. It manages $29.41 million of regulatory assets for 21 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of California, Massachusetts, and Texas.

Ensign Investment Advisers provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Ensign Investment Advisers: assets under management

The assets under management (AUM) of Ensign Investment Advisers LLC is $29.41 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 10% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $29.41 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.4 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Ensign Investment Advisers 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.

Careers at Ensign Investment Advisers LLC

William Manning Jose has been acting as President since 1 Mar 2003. Michael Burr Stevens has served as the Chief Investment Officer since 1 Jan 2004. William Manning Jose Estate joined the executive team most recently as the Sole Member.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
William Manning Jose	President	1 Mar 2003	75% - 100%	262237
Michael Burr Stevens	Chief investment officer	1 Jan 2004	25% - 50%	4099055
Old Harbor Capital Management Llc	Domestic entity/owner	1 Jan 2004	75% - 100%	109094
Prescott Bigelow Crocker	Chief investment officer	1 Oct 2005	Other	2437698
Raymond Edward Baxter	Chief compliance officer	1 Jan 2006	Other	2850466
James Bernard Craver	Chief compliance officer	1 Mar 2008	Other	823298

Indirect Owners

The SEC currently registers 4 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Old Harbor Capital Management Llc	I	1 Jan 2003	75% - 100%	109094
William Manning Jose	De	1 Jan 2003	75% - 100%	xxx-xx-xxxx
William Manning Jose Estate	Sole member	1 Mar 2008	75% - 100%	26-6257956
Estate Of William M. Jose	Sole member	1 Mar 2008	75% - 100%	xxx-xx-xxxx

Based in Boston

The principal office where Ensign Investment Advisers LLC performs its advisory services is located at Ten Post Office Square, Boston, MA 02109, 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 617-367-4885 or by fax 617-367-8292. The normal business hours are 9am to 5pm on Monday - Friday.