Hemenway & Barnes Llp
$37.4M reported client assets across 1 advisory firms in FY2023 annual amendments
Reported client assets over time
$32.8M
$38.0M
2020
2023
Same-firm comparison: 1 firms that reported Hemenway & Barnes Llp in both FY2022 and FY2023 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Dwv Advisors, Llc | $37.4M | $106M | 35.3% | 03/11/2024 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.