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Thl Equity Advisors Iv, LLC (Boston)


Thl Equity Advisors Iv, LLC is a large advisory firm based in Boston. It manages $3.41 billion of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2001.

Thl Equity Advisors Iv provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Thl Equity Advisors Iv: assets under management

The assets under management (AUM) of Thl Equity Advisors Iv, LLC is $3.41 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -2% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $3.41 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.14 billion each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Thl Equity Advisors Iv, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Boston

The principal office where Thl Equity Advisors Iv, LLC performs its advisory services is located at 75 State Street, Boston, MA 02109, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 617-227-1050 or by fax 617-227-3514. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday.


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