Spectrum Equity Management, Inc. (Boston)
Spectrum Equity Management, Inc. Is a Large Advisory Firm Based in Boston. It Manages $3.95 Billion of Regulatory Assets for 15 Client Accounts. It Has Been...
Spectrum Equity Management, Inc. is a large advisory firm based in Boston. It manages $3.95 billion of regulatory assets for 15 client accounts. It has been registered with the SEC as an adviser since 2019 and has operated in the jurisdictions of California and Massachusetts.
Spectrum Equity Management provides 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.
Spectrum Equity Management: assets under management
The assets under management (AUM) of Spectrum Equity Management, Inc. is $3.95 billion, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The firm manages $3.95 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $263.55 million each.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Spectrum Equity Management, Inc. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Elena Rostova holds a Master's degree in Public Health Journalism. She covers groundbreaking medical research, holistic wellness trends, mental health awareness, and nutritional science.
