Exempt Reporting Adviser
BREAKTHROUGH ENERGY VENTURES
CRD 325541 · SEC 802-128642
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 77 ms
Reported as registered
BREAKWATER FINANCIAL, LLC
CRD 282401 · SEC 801-131321
NEEDHAM, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BRECKINRIDGE CAPITAL ADVISORS INC
CRD 107143 · SEC 801-43833
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
BREWER LANE MANAGEMENT, LLC
CRD 307293 · SEC 802-118153
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BRIGHT ROCK CAPITAL MANAGEMENT LLC
CRD 152820 · SEC 801-71081
HANOVER, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BRISTOL WEALTH GROUP
CRD 330145 · SEC 801-130278
TAUNTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BROADWATER CAPITAL MANAGEMENT LLC
CRD 125509 · SEC 801-126394
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BROOKE PRIVATE EQUITY ASSOCIATES MANAGEMENT LLC
CRD 156772 · SEC 801-74252
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BROOKNOLL ADVISORS LLC
CRD 298297 · SEC 801-114110
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BROOKWOOD ADVISORS, LLC
CRD 338550 · SEC 801-135106
BEVERLY, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BTS ASSET MANAGEMENT, INC.
CRD 105215 · SEC 801-14895
LINCOLN, MA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
BUILDING VENTURES, LLC
CRD 300127 · SEC 802-114695
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
BUNKER HILL MANAGEMENT LLC
CRD 157838 · SEC 802-127977
WELLESLEY, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BUTTERWORTH FINANCIAL LLC
CRD 325026 · SEC 801-134568
DANVERS, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BV INVESTMENT PARTNERS, L.P.
CRD 159349 · SEC 801-73263
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
BYRNE FINANCIAL FREEDOM, LLC
CRD 167893 · SEC 801-107534
FRANKLIN, MA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
C10 LABS
CRD 328285 · SEC 802-128794
CAMBRIDGE, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CABOT PROPERTIES L.P.
CRD 118729 · SEC 801-60839
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CABOT WEALTH MANAGEMENT
CRD 107327 · SEC 801-19708
BEVERLY, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CADENCE WEALTH MANAGEMENT LLC
CRD 155080 · SEC 801-78941
WESTBOROUGH, MA
Source release August 3, 2026 · retrieved August 18, 2026