Falists
← Back to search

WEYBOSSET RESEARCH & MANAGEMENT, LLC

CRD 108047 · SEC 801-57627

Visit website

50 SOUTH MAIN STREET, SUITE 205, PROVIDENCE, RI, 02903, United States

Phone

401-421-7171

Fax

401-421-7117

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$340.9M

Discretionary AUM

$340.9M

Team

3 total employees; 2 advisory reps

Clients

—

Fees

Percentage of AUM; Fixed fees; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-03-11

Disciplinary history

No

Services

Portfolio management (individuals)INVESTMENT MODEL PROVIDER

Client types

TypeClientsAUM
Individuals157$60.0M
High net worth individuals67$272.7M

States served

CO, MA, NY, RI, TX, NH, CT, FL

All web addresses on file

Official SEC filing: View on IAPD