Indigo Asset Management, Inc.
- Regulatory AUM
- $11.2M
- Discretionary
- $11.2M
- Clients
- 11
- Avg AUM / client
- $1.0M
- Accounts
- 11
- Employees
- 1
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 2 | $143K | 1.28% |
| High net worth individuals | 9 | $11.1M | 98.7% |
Nonprofit clients
Charities that reported this firm as a top-paid contractor (investment services) on Form 990.
| Charity | Location | Period |
|---|---|---|
| Community Research Initiative Of New England Inc EIN 043045706 | Boston, MA | 06/30/2024 |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| John Charles Crum | Registered representative | Oct 1997 (29y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Foundations & charities (1)
| Organization | Type | Assets | As of |
|---|---|---|---|
| Community Research Initiative Of New England Inc | Public charity | $6.0M | 06/30/2024 |
From IRS Form 990 investment-management-fee disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 01/15/2024 | 985 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jan 15, 2024.
View current Form ADV (SEC/IAPD) ↗