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100 Pearl Street, LLC (Boston)


100 Pearl Street, LLC is a large advisory firm based in Boston. It manages $1.39 billion of regulatory assets for 300 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of Massachusetts.

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100 Pearl Street provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

100 Pearl Street: assets under management

The assets under management (AUM) of 100 Pearl Street, LLC is $1.39 billion, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $1.39 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $4.62 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay 100 Pearl Street, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Inc. Virtus Investment Partners Shareholder 1 Jul 2012 75% - 100% 26-3962811

Based in Boston

The principal office where 100 Pearl Street, LLC performs its advisory services is located at 1 International Place, Boston, MA 02110 2634, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 617-342-6900 or by fax 617-342-6910. The normal business hours are 9am - 5pm on Monday - Friday. You can find more information about the New York firm at www.rimco.com.


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