ASSETGRADE, LLC
CRD #168779 SEC #801-119499 BOSTON, MA 617-933-7257
SEC Registered
Total AUM
$281.8M
Discretionary
$277.6M
Employees
3
Clients
101
Accounts
699
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 26, 2025
- Branch Offices
- 7
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| PATRICK COTE CORP. | DE | OWNER | C | |
| PATRICK COTE CORP. | DE | OWNER | C | |
| PATRICK COTE CORP. | DE | OWNER | C | |
| PATRICK COTE CORP. | DE | OWNER | C | |
| PATRICK COTE CORP. | DE | OWNER | C | |
| PATRICK COTE CORP. | DE | OWNER | C | |
| PATRICK COTE CORP. | DE | OWNER | C | |
| PATRICK COTE CORP. | DE | OWNER | C | |
| PATRICK COTE CORP. | DE | OWNER | C | |
| PATRICK COTE CORP. | DE | OWNER | C | |
| PATRICK COTE CORP. | DE | OWNER | C | |
| PATRICK COTE CORP. | DE | OWNER | C | |
| PATRICK COTE CORP. | DE | OWNER | C | |
| POWERS, SUSAN, LYNN | I | CHIEF COMPLIANCE OFFICER AND PARTNER | C | Control |
| POWERS, SUSAN, LYNN | I | CHIEF COMPLIANCE OFFICER AND PARTNER | C | Control |
| POWERS, SUSAN, LYNN | I | CHIEF COMPLIANCE OFFICER AND PARTNER | C | Control |
| POWERS, SUSAN, LYNN | I | CHIEF COMPLIANCE OFFICER AND PARTNER | C | Control |
| POWERS, SUSAN, LYNN | I | CHIEF COMPLIANCE OFFICER AND PARTNER | C | Control |
| POWERS, SUSAN, LYNN | I | CHIEF COMPLIANCE OFFICER AND OWNER | C | Control |
| POWERS, SUSAN, LYNN | I | CHIEF COMPLIANCE OFFICER AND PARTNER | C | Control |
| POWERS, SUSAN, LYNN | I | CHIEF COMPLIANCE OFFICER AND OWNER | C | Control |
| POWERS, SUSAN, LYNN | I | CHIEF COMPLIANCE OFFICER AND OWNER | C | Control |
| POWERS, SUSAN, LYNN | I | CHIEF COMPLIANCE OFFICER AND OWNER | C | Control |
| POWERS, SUSAN, LYNN | I | CHIEF COMPLIANCE OFFICER AND OWNER | C | Control |
| POWERS, SUSAN, LYNN | I | CHIEF COMPLIANCE OFFICER AND OWNER | C | Control |
| POWERS, SUSAN, LYNN | I | CHIEF COMPLIANCE OFFICER AND OWNER | C | Control |
| HENNESSY, KATHERINE, W | I | OWNER | A | |
| HENNESSY, KATHERINE, W | I | OWNER | A | |
| HENNESSY, KATHERINE, W | I | OWNER | A | |
| HENNESSY, KATHERINE, W | I | OWNER | A | |
| HENNESSY, KATHERINE, W | I | OWNER | A | |
| HENNESSY, KATHERINE, W | I | OWNER | A | |
| HENNESSY, KATHERINE, W | I | OWNER | A | |
| HENNESSY, KATHERINE, W | I | OWNER | A | |
| HENNESSY, KATHERINE, W | I | OWNER | A | |
| HENNESSY, KATHERINE, W | I | OWNER | A | |
| HENNESSY, KATHERINE, W | I | OWNER | A | |
| HENNESSY, KATHERINE, W | I | OWNER | A | |
| HENNESSY, KATHERINE, W | I | OWNER | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| COTE, PATRICK, R | I | PATRICK COTE CORP. | E | Control |
| COTE, PATRICK, R | I | PATRICK COTE CORP. | E | Control |
| COTE, PATRICK, R | I | PATRICK COTE CORP. | E | Control |
| COTE, PATRICK, R | I | PATRICK COTE CORP. | E | Control |
| COTE, PATRICK, R | I | PATRICK COTE CORP. | E | Control |
| COTE, PATRICK, R | I | PATRICK COTE CORP. | E | Control |
| COTE, PATRICK, R | I | PATRICK COTE CORP. | E | Control |
| COTE, PATRICK, R | I | PATRICK COTE CORP. | E | Control |
| COTE, PATRICK, R | I | PATRICK COTE CORP. | E | Control |
| COTE, PATRICK, R | I | PATRICK COTE CORP. | E | Control |
| COTE, PATRICK, R | I | PATRICK COTE CORP. | E | Control |
| COTE, PATRICK, R | I | PATRICK COTE CORP. | E | Control |
Registrations
Federal
IA
Mar 26, 2025 REGISTERED
Notice Filings (6)
CT FL GA IL MA TX
Address
ONE BOSTON PLACE201 WASHINGTON, SUITE 2600
BOSTON, MA 02108-4420
United States
Phone: 617-933-7257