Sacajawea & Co, LLP (Wellesley)

Name: Sacajawea & Co, LLP
Address: 148 Linden Street, Suite 204, Wellesley, MA, 02482 7904
Telephone: 781-237-9290

Sacajawea & Co, LLP is a large advisory firm based in Wellesley. It manages $96.78 million of regulatory assets for 23 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Massachusetts.

Sacajawea & provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Sacajawea &: assets under management

The assets under management (AUM) of Sacajawea & Co, LLP is $96.78 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 86% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $96.78 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $4.21 million each.

Investments

The firm invests in cash and cash equivalents the most. They account for 44% of the total AUM. The second-largest asset type is exchange traded securities, which make up 42% of the firm’s portfolio. Investments in investment and business development companies form 14% of the total invested assets.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Sacajawea & Co, LLP for their services and products based on a percentage of assets under management. 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.

What kind of clients Sacajawea & serves?

The firm provides services to individuals, charitable organizations, high net worth individuals, and pooled investment vehicles. The largest group of clients of Sacajawea & is pooled investment vehicles with 1 clients and $46.91 million of assets under management. Among the 7 most similar advisory firms, Sacajawea & has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $96.78 million for 23 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Sacajawea & also advises several private funds. Namely, one other private fund. The minimum investment commitment required of non-related persons is $1 for each fund.

Careers at Sacajawea & Co, LLP

The company employs 2 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
William Hamilton Wrean	Partner	1 Jan 1990	Other	4376595

Based in Wellesley

The principal office where Sacajawea & Co, LLP performs its advisory services is located at 148 Linden Street, Suite 204, Wellesley, MA 02482 7904, 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 781-237-9290. The normal business hours are 10 am - 6 pm on Monday - Friday. You can find more information about the New York firm at sacajaweaco.com.