WEATHERBIE CAPITAL, LLC

265 Franklin Street
Suite 1603
Boston, Massachusetts 02110
Tel: 617-951-2550

About WEATHERBIE CAPITAL, LLC

WEATHERBIE CAPITAL, LLC, formally registered with the SEC as WEATHERBIE CAPITAL, LLC. The firm was established in 11/27/1995. They have over 2 offices throughout the country.

WEATHERBIE CAPITAL, LLC is a Boston, Massachusetts based Financial Planning firm with nearly $2,108,351,611 assets under management, offering retirement planning & investment advisory services to 247 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	105991
SEC#	801-50672
Assets Managed by Firm	$2,108,351,611
No. of Clients	247
No. of Advisors	8

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	247	$2,108,351,611
Individuals (other than high net worth individuals)	223	$91,245,924
High net worth individuals	1	$7,998,724
Pension and profit sharing plans	3	$332,028,348
Charitable organizations	7	$135,600,988

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