Holyoke Partners, LLC (Boston)


Holyoke Partners, LLC is a large advisory firm based in Boston. It manages $103.96 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Massachusetts.

Holyoke Partners provides pension consulting services and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Holyoke Partners: assets under management

The assets under management (AUM) of Holyoke Partners, LLC is $103.96 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 39% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $103.96 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $51.98 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Holyoke Partners, LLC for their services and products based on a percentage of assets under management and performance-based fees. 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 4 indirect owners.

Name Entity Date acquired Ownership Employer ID
Michael Erwin Gellert Trustee 1 Jul 1962 Other 219562
Robert J. Gellert Trustee 1 Jul 1962 Other 5074773
David B. Spohn Gellert Trustee 1 Oct 2003 Other 5074781
Hugh Mcloughlin Trustee 1 Oct 2003 Other 5074789

Based in Boston

The principal office where Holyoke Partners, LLC performs its advisory services is located at Ten Post Office Square, Boston, MA 02109, 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 617-423-0220 or by fax 617-423-0227. The normal business hours are 9:00a.m. to 5:00p.m. on Monday - Friday.