K
$201.5M Total AUM
$201.5M Disc. AUM
9.0% 3Y CAGR
2 Employees
173 ADV. Clients
21 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-31-2004
- Office Locations
- 1
Office Locations
20 Walnut Street Wellesley MA
About Kraematon Investment Advisors, Inc.
Kraematon Investment Advisors, Inc. is a Braintree-based RIA. The firm has been operating for 21 years. Managing $201.5M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS. Services offered include Charitable Giving, Financial Planning, Investment Planning.
Team overview
-- AVG AGE
$201.5M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
21.7 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
21yrs Firm Age
Insights
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Asset Classes
Unison horizon Value crest Delta unison
Client Personas
Eagle insight
Investment Themes
Timber
Investment Vehicles
Beacon
Services
Summit Summit Glacier beacon Value element Vertex
Owner & Executives
G
GREGORY TODD CLINTON
Chief Compliance Officer, President
- CRD
- #2616485
- Ownership
- 75% or more
(407) 814-7805
vector.peak@foundationcapital.com
in linkedin.com/in/element-vital
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $201,501,574 | $423,323 |
| Non-Discretionary | $0 | -- |
| Total | $201,501,574 | $423,323 |
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Separately Managed Accounts
Total SMA Asset: $201,501,574
Equity - Exchange:
9.2% Public Funds:
34.9% Cash:
36.0% Other:
19.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $226,419,183 | 9.2% |
| Public Funds | $858,916,247 | 34.9% |
| Cash | $885,988,106 | 36.0% |
| Other | $489,754,537 | 19.9% |
| Total | $2,461,078,073 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| SUMMIT INSIGHT DELTA | HARBOR EAGLE | ABLZR6J9Y | QPO | 4.25% | $50,231,355 |
| FRONTIER FRONTIER | SIGNAL VECTOR | HM0G9LBHK | GPTJ | 1.75% | $116,833,816 |
| RADIAL VECTOR | PRIME LEGACY | YNSVOWT8R | SFCB | 10.06% | $114,680,689 |
| PIONEER EMBER VERTEX | ZENITH DELTA | QHRYW5LOH | AWHD | 11.68% | $58,197,747 |
| SIGNAL PATHWAY | PIONEER BRIDGE | V9SNHVSGA | DGLEP | 8.50% | $58,260,518 |
| HARBOR WAVE ZENITH | EMBER CREST | SOCY3N18O | PKK | 6.98% | $43,231,618 |
| UNISON FOCUS | EAGLE FOCUS | TCL41H35R | UGPB | 4.63% | $12,827,913 |
| LEGACY OAK HARBOR | UNISON VECTOR | 6NUZSINE2 | GYP | 4.52% | $47,104,946 |