The MAYFLOWER FINANCIAL ADVISORS is a privately held investment adviser that advises $5.82Bn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. MAYFLOWER FINANCIAL ADVISORS is a SMA An SMA manager is a manager whose >=75% of total assets under management are in separately managed accounts, which are discretionary client-specific accounts rather than pooled vehicles. Manager. Assets increased by 545.01% over the last 5-years.
The Group has been registered with the SEC for 6.33 years and is comprised of 1 filing and 0 relying advisers. They operate out of 7 office locations with their Headquarters at 265 FRANKLIN STREET SUITE 401, BOSTON, MASSACHUSETTS. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 33 employees comprised of 27 investment and 6 non-investment staff. The total number of Employees decreased by 5.71% over the last 5-years.
Their $5.82Bn in assets advised are owned by 2 private funds, 0 public funds and BDCs and 297 other accounts. Assets of Pension and Profit Sharing Plans-Private clients own $4.4Bn or 75.6% of Total Assets and High Net Worth Individuals own $1.15Bn or 19.7% of Total Assets.
The Group's top investment strategies include Multi Strat, representing 100% of total assets, respectively.
They advise 6 types of clients, top clients are Pension and Profit Sharing Plans-Private and High Net Worth Individuals.
The Group uses 0 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 2 private funds with $1.59mn in assets.
The Group discloses fixed fees and management fees.
MAYFLOWER FINANCIAL ADVISORS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.