MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC
CRD #291599 SEC #801-112370 WEST TISBURY, MA (508) 693-8850
SEC Registered
Total AUM
$280.7M
Discretionary
$280.7M
Employees
6
Clients
0
Accounts
431
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $280.7M | $280.7M | $0 | 6 | 0 |
| Mar 2024 | $244.3M | $244.3M | $0 | 9 | 0 |
| Feb 2023 | $174M | $174M | $0 | 9 | 0 |
| Mar 2022 | $189.2M | $189.2M | $0 | 8 | 0 |
| Mar 2021 | $159.9M | $159.9M | $0 | 8 | 0 |
| Jun 2020 | $134.6M | $134.6M | $0 | 8 | 0 |
| Feb 2020 | $134.6M | $134.6M | $0 | 8 | 0 |
| Aug 2019 | $143M | $143M | $0 | 8 | 0 |
| Mar 2019 | $143M | $143M | $0 | 8 | 0 |
| Sep 2018 | $142.2M | $142.2M | $0 | 9 | 0 |
| May 2018 | $142.2M | $142.2M | $0 | 9 | 0 |
| Mar 2018 | $0 | $0 | $0 | 9 | 0 |
| Feb 2018 | $0 | $0 | $0 | 9 | 0 |
| Jan 2018 | $0 | $0 | $0 | 9 | 0 |
| Dec 2017 | $0 | $0 | $0 | 9 | 0 |
DateMar 2025
Total AUM$280.7M
Discretionary$280.7M
Non-Disc.$0
Employees6
Clients0
DateMar 2024
Total AUM$244.3M
Discretionary$244.3M
Non-Disc.$0
Employees9
Clients0
DateFeb 2023
Total AUM$174M
Discretionary$174M
Non-Disc.$0
Employees9
Clients0
DateMar 2022
Total AUM$189.2M
Discretionary$189.2M
Non-Disc.$0
Employees8
Clients0
DateMar 2021
Total AUM$159.9M
Discretionary$159.9M
Non-Disc.$0
Employees8
Clients0
DateJun 2020
Total AUM$134.6M
Discretionary$134.6M
Non-Disc.$0
Employees8
Clients0
DateFeb 2020
Total AUM$134.6M
Discretionary$134.6M
Non-Disc.$0
Employees8
Clients0
DateAug 2019
Total AUM$143M
Discretionary$143M
Non-Disc.$0
Employees8
Clients0
DateMar 2019
Total AUM$143M
Discretionary$143M
Non-Disc.$0
Employees8
Clients0
DateSep 2018
Total AUM$142.2M
Discretionary$142.2M
Non-Disc.$0
Employees9
Clients0
DateMay 2018
Total AUM$142.2M
Discretionary$142.2M
Non-Disc.$0
Employees9
Clients0
DateMar 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees9
Clients0
DateFeb 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees9
Clients0
DateJan 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees9
Clients0
DateDec 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees9
Clients0