HOUSATONIC PARTNERS

One Post Street
Suite 2600
San Francisco, California 94104
Tel: (415) 955-9020

About HOUSATONIC PARTNERS

HOUSATONIC PARTNERS, formally registered with the SEC as HOUSATONIC PARTNERS. The firm was established in 03/30/2012. They have over 2 offices throughout the country.

HOUSATONIC PARTNERS is a San Francisco, California based Financial Planning firm with nearly $1,368,450,615 assets under management, offering retirement planning & investment advisory services to 13 clients. The firm is staffed with 16 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	157618
SEC#	801-74152
Assets Managed by Firm	$1,368,450,615
No. of Clients	13
No. of Advisors	16

Fee Structure

A percentage of AUM
Other (CARRIED INTEREST ALLOCATIONS)

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	13	$1,368,450,615

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