Spectrum Equity
Boston, MA·SEC-registered · CRD #160619
Spectrum Equity is an SEC-registered investment advisory firm in Boston, MA managing $7.3B across 32 client accounts, with 42 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$7.3B
Client accounts
32
Advisory staff
42
Fee model
Fee-only
How Spectrum Equity is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Spectrum Equity
How much does Spectrum Equity manage?
Per its most recent SEC Form ADV filing (03/30/2026), Spectrum Equity reports $7.3B in regulatory assets under management across roughly 32 client accounts.
How does Spectrum Equity charge?
Spectrum Equity is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Spectrum Equity a fiduciary?
Yes. Spectrum Equity is registered with the U.S. Securities and Exchange Commission (CRD #160619), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Spectrum Equity taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Spectrum Equity and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Spectrum Equity's public SEC Form ADV filing (CRD #160619, filed 03/30/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Spectrum Equity. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Spectrum Equity? Claim this profile.