Exempt Reporting Adviser
PARQUET CAPITAL MANAGEMENT, LLC
CRD 288150 · SEC 802-111095
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Firms
Research an investment firm
Search SEC/IARD adviser-firm records by firm name, CRD, SEC number, or location. We organize the official evidence. The consumer decides.
- Sourced firms
- 23,622
- Reported as registered
- 16,783
- Pending / 120-Day
- 235
- Exempt reporting
- 6,604
- Latest sourced release
- August 3, 2026 · retrieved August 18, 2026
803 sourced firms · query 91 ms
Reported as registered
PARTNERS CAPITAL INVESTMENT GROUP, LLP
CRD 120663 · SEC 801-61234
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PATHLIGHT CAPITAL
CRD 291106 · SEC 801-112166
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PEAK FINANCIAL MANAGEMENT INC
CRD 110559 · SEC 801-39737
WELLESLEY, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PEAR TREE ADVISORS, INC.
CRD 104576 · SEC 801-19222
LINCOLN, MA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
PEAR TREE PARTNERS, LP
CRD 152581 · SEC 802-134577
LINCOLN, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PEDDOCK CAPITAL ADVISORS, LLC
CRD 148216 · SEC 801-69611
BRAINTREE, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PENOBSCOT INVESTMENT MANAGEMENT COMPANY, INC.
CRD 105060 · SEC 801-31820
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PENSION & WEALTH MANAGEMENT ADVISORS
CRD 309546 · SEC 801-119016
WALTHAM, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PERENNIAL ADVISORS GROUP, LLC
CRD 128600 · SEC 801-62908
WESTFORD, MA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
PERENNIAL CAPITAL ADVISORS, LLC
CRD 156289 · SEC 802-132375
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
PILLAR COMPANIES MANAGEMENT, LLC
CRD 284053 · SEC 802-107978
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PINNACLE PENSION CONSULTANTS LLC
CRD 133442 · SEC 801-68286
NEEDHAM, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PINNEY & SCOFIELD, INC.
CRD 105365 · SEC 801-23657
CAMBRIDGE, MA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
PLEASANT BAY CAPITAL PARTNERS, LLC
CRD 165773 · SEC 802-118585
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
POINT ALLERTON LLC
CRD 126144 · SEC 802-132216
HULL, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
POLARIS CAPITAL MANAGEMENT, LLC
CRD 106278 · SEC 801-43216
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
POLARIS GROWTH MANAGEMENT, LLC
CRD 297431 · SEC 801-113566
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
POLARIS INVESTMENT ADVISORS, LLC
CRD 324093 · SEC 801-127125
FRAMINGHAM, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
POLEN CAPITAL CLO MANAGEMENT, LLC
CRD 330470 · SEC 801-129899
WALTHAM, MA
Source release August 3, 2026 · retrieved August 18, 2026