A
CRD: 110303
Account Management, LLC
Boxford, MA
6172364200
$106.2M Total AUM
$106.2M Disc. AUM
4.9% 3Y CAGR
2 Employees
17 ADV. Clients
50 yrs Firm Age
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- Custodian
- Deutsche Bank ยท UBS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-15-1975
- Office Locations
- 1
Office Locations
350 Lincoln Street Suite 2400 Hingham MA
About Account Management, LLC
Account Management, LLC is a Boxford-based RIA. The firm has been operating for 50 years. Managing $106.2M in total assets under management, with 1 advisory representatives. They custody assets with Deutsche Bank and UBS. Services offered include Estate Planning.
Team overview
-- AVG AGE
$106.2M AVG AUM / ADVISOR
$6.2M AVG AUM / CLIENT
19.9 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
50yrs Firm Age
Insights
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Asset Classes
Vital zenith Unison foundation Value
Investment Themes
Oak vector
Investment Vehicles
Ember
Services
Wave crest
Owner & Executives
C
CHRISTOPHER ANDREW DE ROETTH
Chief Compliance Officer
- CRD
- #1900358
- Ownership
- 50% but less than 75%
(564) 631-4414
beacon.north@vertexcapital.com
in linkedin.com/in/value-unison
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $106,244,499 | $4,249,780 |
| Non-Discretionary | $0 | -- |
| Total | $106,244,499 | $4,249,780 |
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Separately Managed Accounts
Total SMA Asset: $106,244,499
Equity - Exchange:
67.4% Cash:
32.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $811,038,749 | 67.4% |
| Cash | $392,282,837 | 32.6% |
| Total | $1,203,321,586 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| TIMBER GLACIER | PRIME LEGACY | COVAHD58S | HRVY | 5.31% | $64,463,458 |
| FOCUS MATRIX | HORIZON PIONEER | 49ULN8BY9 | CRBAT | 6.06% | $25,651,205 |
| MERIDIAN UNISON | WAVE CATALYST | 4DG8MRQ86 | EWFUS | 5.37% | $90,831,463 |
| CATALYST SIGNAL CATALYST | HORIZON LEGACY | 89YMDIDHJ | ZRU | 0.91% | $61,565,896 |
| PRIME RADIAL | HARBOR ELEMENT | HJRTECWM3 | JPBC | 2.26% | $76,362,711 |
| FOUNDATION RADIAL | DELTA RADIAL | AAE6HP69O | FRV | 5.65% | $14,964,158 |
| CAPITAL MOMENTUM EAGLE | OAK VITAL | 7O7WW4BI8 | KZBW | 5.67% | $113,285,280 |
| FOCUS CATALYST WAVE | OPTIMA ATLAS | PNCHWZ0HO | JAJXW | 7.90% | $34,345,394 |