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CRD 304176
HAMILTON, MA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| JOSHUA JAMES CAHILL | n/a | Manchester, MA | 6 | 26 | n/a | no |
| OWEN JOHN HYLAND | n/a | HAMILTON, MA | RYE BEACH, NH | 1 | 12 | n/a | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| CAHILL, JOSHUA, JAMES | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | yes | 05/2019 | Mar 9, 2026 | Mar 9, 2026 |
| Cahill, Christina | MINORITY OWNER | Na | no | 03/2019 | Mar 9, 2026 | Mar 9, 2026 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 9, 2026 | $92.3M | $92.3M | 2 | 1 | 0 | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 0 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $92.3M | n/a | n/a | n/a | n/a | 2 | n/a | 0 | n/a |