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WEATHERBIE CAPITAL, LLC
CRD 105991 · SEC 801-50672
265 FRANKLIN STREET, SUITE 1603, BOSTON, MA, 02110, United States
Phone
617-951-2550
Fax
617-951-2531
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.34B
Discretionary AUM
$1.34B
Team
7 total employees; 7 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-06-18
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 62 | $16.0M |
| High net worth individuals | 1 | $9.3M |
| Investment companies | 4 | $505.9M |
| Pooled investment vehicles | 5 | $194.9M |
| Pension/profit sharing plans | 1 | $171.0M |
| Charitable organizations | 4 | $139.2M |
| State/municipal entities | 2 | $268.0M |
| Insurance companies | 1 | $38.9M |
States served
CA, CO, DE, IL, ME, MA, NY, NH, FL
All web addresses on file
Official SEC filing: View on IAPD