Largest Independent Investment Advisers in Massachusetts

Rank Firm/Prior rank (*unranked in 2019)/ Total assets under management among Mass.-based advisers as of June 1, 2020 Discretionary assets (6/1/20) Total no. of accounts managed Mass. employees Total employees Chief executive(s) 1 GW&K Investment Management LLC, 222 Berkeley St., Boston, MA 02116, 617-236-8900, gwkinvest.com 43620996954 43620996954 43527 138 155 Harold Kotler, CEO, CIO 2…

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Walpole e-commerce company hits unicorn status

The latest round comes after only three months after Thrasio raised $110 million in Series B funding, which PitchBook ranked as one of the state’s top ten deals of the second quarter of 2020. Read More

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Prime Auto parent GPB Capital faces class-action lawsuit

GPB Capital, an investment firm that owns Westwood-based Prime Automotive Group, has been embroiled in a Massachusetts administrative complaint alleging it defrauded 180 Bay State investors and now is facing a class-action lawsuit that alleges it’s been operating a Ponzi scheme. Read More

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