# Bowditch Advisory Services, LP

> Bowditch Advisory Services, LP is a state-registered investment advisory firm, registered since 2022, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 318283
- Filed as: BOWDITCH ADVISORY SERVICES, LP
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Massachusetts
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/318283
- AdvisorCensus page: https://advisorcensus.com/firm/bowditch-advisory-services-lp-318283

## Quick answers

**How is Bowditch Advisory Services, LP compensated?**
On its Form ADV (Item 5.E, October 2026), Bowditch Advisory Services, LP reports these compensation arrangements: a percentage of assets under its management; hourly charges; performance-based fees.

**Is Bowditch Advisory Services, LP registered with the SEC or a state?**
Bowditch Advisory Services, LP is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 318283.

**How much does Bowditch Advisory Services, LP manage?**
Bowditch Advisory Services, LP reports $22,000,000 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**What types of clients does Bowditch Advisory Services, LP serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (3).

**Does Bowditch Advisory Services, LP report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/318283

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $22,000,000
- Discretionary: $22,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 3 | $22,000,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2022 (4 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bowditch Advisory Services, LP (CRD 318283): Form ADV filing data as of October 2026.