Data / Investment advisers / Massachusetts / Newton
Investment advisers in Newton, MA: 13 firms, $16.5 billion in AUM
13 investment advisers have their main office in Newton, Massachusetts: 6 SEC registered and 7 exempt reporting. The registered advisers report $16.5 billion in regulatory assets under management in the SEC's Form ADV file of November 2, 2026, and the largest is Proficio Capital Partners LLC with $8.2 billion.
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- 13Advisers
- 6SEC registered
- 7Exempt reporting
- $16.5 billionTotal AUM
- 6Advisers over $100 million
- 11Manage private funds
- November 2, 2026File date
Largest advisers by AUM
Ranked by regulatory AUM, then by private funds. Each row links to the firm page where it has one, and to its SEC record.
| Adviser | City | AUM | Accounts | Employees | Private funds | Phone | Website | Source |
|---|---|---|---|---|---|---|---|---|
| Proficio Capital Partners LLC | Newton | $8.17 billion | 1,538 | 25 | 8 | (617) 340-8425 | proficiocap.com | adviserinfo.sec.gov |
| Grovestreet | Newton | $7.14 billion | 45 | 35 | 42 | (781) 263-6100 | adviserinfo.sec.gov | |
| Tremont Realty Capital LLC | Newton | $763.3 million | 2 | 22 | Not listed | (617) 867-0700 | adviserinfo.sec.gov | |
| Castanea Partners Inc. | Newton | $239 million | 5 | 6 | 5 | (617) 630-2400 | castaneapartners.com | adviserinfo.sec.gov |
| Weber Capital Management LLC | Newton | $120.2 million | 4 | 2 | 3 | (415) 317-1798 | webercapital.com | adviserinfo.sec.gov |
| Renaissance Wealth Advisors, LLC | Newton | $109.9 million | 459 | 2 | Not listed | (617) 663-5595 | adviserinfo.sec.gov | |
| Tectonic Ventures Management, LLC | Newton | Not listed | Not listed | Not listed | 8 | (617) 299-9330 | tectonicventures.com | adviserinfo.sec.gov |
| Staley Capital | Newton | Not listed | Not listed | Not listed | 7 | (617) 620-2300 | adviserinfo.sec.gov | |
| Akmazo Capital Management Co., LLC | Newton | Not listed | Not listed | Not listed | 2 | (781) 249-3896 | akmazocapital.com | adviserinfo.sec.gov |
| Softbank, Inc. | Newton | Not listed | Not listed | Not listed | 2 | (617) 928-9309 | adviserinfo.sec.gov | |
| Lama Partners, LLC | Newton | Not listed | Not listed | Not listed | 1 | (617) 306-0022 | adviserinfo.sec.gov | |
| Semanteon Capital Management, LP | Newton | Not listed | Not listed | Not listed | 1 | (617) 213-0162 | adviserinfo.sec.gov | |
| VV Capital Management, LP | Newton | Not listed | Not listed | Not listed | 1 | (617) 221-7901 | adviserinfo.sec.gov |
Advisers in Newton that manage private funds
11 advisers report private funds. The 30 with the most funds.
| Adviser | City | State | Private funds | Hedge | Private equity | Venture capital | Real estate | Fund gross assets | AUM | Source |
|---|---|---|---|---|---|---|---|---|---|---|
| Grovestreet | Newton | MA | 42 | Not listed | 42 | Not listed | Not listed | $6.10 billion | $7.14 billion | adviserinfo.sec.gov |
| Proficio Capital Partners LLC | Newton | MA | 8 | Not listed | Not listed | 1 | 2 | $285.6 million | $8.17 billion | adviserinfo.sec.gov |
| Tectonic Ventures Management, LLC | Newton | MA | 8 | Not listed | Not listed | 8 | Not listed | $229.7 million | Not listed | adviserinfo.sec.gov |
| Staley Capital | Newton | MA | 7 | Not listed | 7 | Not listed | Not listed | $32.9 million | Not listed | adviserinfo.sec.gov |
| Castanea Partners Inc. | Newton | MA | 5 | Not listed | 5 | Not listed | Not listed | $239 million | $239 million | adviserinfo.sec.gov |
| Weber Capital Management LLC | Newton | MA | 3 | 3 | Not listed | Not listed | Not listed | $74.2 million | $120.2 million | adviserinfo.sec.gov |
| Akmazo Capital Management Co., LLC | Newton | MA | 2 | Not listed | 2 | Not listed | Not listed | $147.2 million | Not listed | adviserinfo.sec.gov |
| Softbank, Inc. | Newton | MA | 2 | Not listed | Not listed | 2 | Not listed | $34.2 million | Not listed | adviserinfo.sec.gov |
| Lama Partners, LLC | Newton | MA | 1 | Not listed | Not listed | 1 | Not listed | $60.9 million | Not listed | adviserinfo.sec.gov |
| Semanteon Capital Management, LP | Newton | MA | 1 | 1 | Not listed | Not listed | Not listed | $47.2 million | Not listed | adviserinfo.sec.gov |
| VV Capital Management, LP | Newton | MA | 1 | 1 | Not listed | Not listed | Not listed | $72.4 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.