Minot Deblois Advisors LLC
● SEC registered since 2009CRD 140170SEC# 801-69950Boston, MA
Reg. AUM
$2.04B
Employees
4
Accounts
621
Location
Boston, MA
About Minot Deblois Advisors
Minot DeBlois Advisors provides thoughtful, disciplined investment advisory services for trust and non-trust assets. Its origins are as a subsidiary of a private trustees firm, and it takes a fiduciary approach aimed at long-term client goals.
Summary based on the firm’s website.
Minot Deblois Advisors LLC assets under management
Minot Deblois Advisors LLC operates as an SEC-registered investment adviser based in Boston, MA. The firm has been registered since 2009. It reports $2 billion in regulatory assets under management and employs 4 people.
Minot Deblois Advisors LLC owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Adam Correll Rutledge Control | Manager | Under 5% | 2021 |
| Gregory Joseph Murphy | Officer, Manager And Tax Matters Partner | Under 5% | 2022 |
| Gregory L. Gullickson Control | President And Manager | 10-25% | 2009 |
| Rice, Heard & Bigelow, Inc. Control | Sole Member | Over 75% | 2009 |
| Robert G. Bannish Control | Chief Compliance Officer And Manager | 25-50% | 2011 |
| Sarah Mains Allen | Manager | 10-25% | 2021 |
| Zachary A. Bourque Control | Manager | 10-25% | 2021 |
| Robert G. Bannish Control | Shareholder | 25-50% | 2021 |
Frequently asked questions
How much does Minot Deblois Advisors LLC manage?
Minot Deblois Advisors LLC reports $2 billion in regulatory assets under management on its Form ADV.
How many employees does Minot Deblois Advisors LLC have?
Minot Deblois Advisors LLC reports 4 employees.
Where is Minot Deblois Advisors LLC located?
Minot Deblois Advisors LLC is based in Boston, MA and has been SEC-registered since 2009.
Does Minot Deblois Advisors LLC disclose fund performance?
Minot Deblois Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | One Federal Street, 25th Floor, Boston, MA 02110 |
| Phone | 617-557-7413 |
| Fax | 617-557-7419 |
| Office hours | 9a.m.-5p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$2.04B▲ 11%
Mar '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 22%
Larger than 78% of 16,389 advisers
EmployeesTop 69%
More than 31% of 16,799 advisers
Assets under management
$2.04Bregulatory AUM
Discretionary $152.4MNon-discretionary $1.89B