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THAYER PARTNERS LLC
CRD 290734 · SEC 801-118392
CO, United States
Phone
617-275-5430
Fax
617-275-5431
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$685.7M
Discretionary AUM
$438.5M
Team
11 total employees; 7 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees; CONSULTING FEES
Org form
Limited Liability Company
Filing date
2026-04-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 212 | $81.9M |
| High net worth individuals | 140 | $354.9M |
| Pension/profit sharing plans | 18 | $247.7M |
| Corporations/business entities | 3 | $1.3M |
States served
CO, GA, IL, IN, ME, MD, MA, NC, PA, SC, VA, WA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD