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Chief Compliance Officer · Charlesbridge Advisors

Robert T. Boon

CRD 2204796 · Named on Form ADV at one SEC-registered adviser

At a glance

Charlesbridge Advisors, an SEC-registered asset manager based in Dedham, MA with $108 million in regulatory assets, lists Robert T. Boon on its Form ADV as Chief Compliance Officer, a control person.

Firms and roles

AtlasMembers

Robert’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Kathryn HerseyPresident & Chief Investment Officer, Charlesbridge Advisors

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Robert’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.