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J. W. Childs Associates, L. P. (Waltham)


J. W. Childs Associates, L. P. is a large advisory firm based in Waltham. It manages $91.68 million of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of Massachusetts.

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J. W. Childs Associates, L. P 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.

J. W. Childs Associates, L. P: assets under management

The assets under management (AUM) of J. W. Childs Associates, L. P. is $91.68 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -94% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $91.68 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $15.28 million each.
J. W. Childs Associates, L. P has custody of $91.68 million in cash and securities for 6 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay J. W. Childs Associates, L. P. for their services and products based on a percentage of assets under management and performance-based fees. 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.

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
John Winston Childs President 1 Feb 1995 75% - 100% 1475165

Based in Waltham

The principal office where J. W. Childs Associates, L. P. performs its advisory services is located at Bay Colony Corporate Center, North Entrance, Waltham, MA 02451, 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 617-753-1100 or by fax 617-753-1101. The normal business hours are 8:30am - 6:30pm on Monday - Friday. You can find more information about the New York firm at jwchilds.com.


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