# Nobscot Investment Management LLC

> Nobscot Investment Management LLC is an SEC-registered investment advisory firm in Wellesley, MA, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated January 23, 2026.

- CRD: 283289
- Filed as: NOBSCOT INVESTMENT MANAGEMENT LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Wellesley, MA
- Filing period: October 2026
- Form ADV filing dated: January 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/283289
- AdvisorCensus page: https://advisorcensus.com/firm/nobscot-investment-management-llc-wellesley-ma-283289

## Quick answers

**How is Nobscot Investment Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Nobscot Investment Management LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Nobscot Investment Management LLC located?**
Nobscot Investment Management LLC's principal office is in Wellesley, MA, according to its Form ADV.

**Is Nobscot Investment Management LLC registered with the SEC or a state?**
Nobscot Investment Management LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 283289.

**How much does Nobscot Investment Management LLC manage?**
Nobscot Investment Management LLC reports $164,246,947 in regulatory assets under management in its Form ADV filing dated January 23, 2026 (100% discretionary).

**How have Nobscot Investment Management LLC's assets and staff changed since 2024?**
In the Form ADV data for Nobscot Investment Management LLC: Regulatory assets under management: $129,915,392 in the October 2024 data and $164,246,947 in the October 2026 data, up 26%. Total employees: 1 in October 2024 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Nobscot Investment Management LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (10).

**Which custodians does Nobscot Investment Management LLC use?**
Nobscot Investment Management LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists National Financial Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Nobscot Investment Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/283289

**Does Nobscot Investment Management LLC state an account minimum?**
Its Form ADV Part 2A brochure dated January 23, 2026 says: "Nobscot requests a minimum relationship balance of $3,000,000 for Investment Advisory Services. Nobscot, in its sole discretion, may waive this minimum in certain circumstances."

**What changed in Nobscot Investment Management LLC's recent Form ADV filings?**
In the February 2026 filing data: Regulatory assets under management went from $143,828,104 to $164,246,947 (+14%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated January 23, 2026)

- Account minimum: $3,000,000 (the brochure says it may be waived or negotiated)

> Nobscot requests a minimum relationship balance of $3,000,000 for Investment Advisory Services. Nobscot, in its sole discretion, may waive this minimum in certain circumstances.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- National Financial Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $164,246,947
- Discretionary: $164,246,947
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $3,739,706 |
| High net worth individuals | 10 | $154,743,527 |
| Charitable organizations | Fewer than 5 | $5,763,714 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2024 (2 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.

### Websites listed on Form ADV (Item 1.I)
- nobscotinvest.com
- nobscotinvestment.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $129,915,392 | 1 | September 23, 2024 |
| October 2025 | $143,828,104 | 1 | February 3, 2025 |
| October 2026 | $164,246,947 | 1 | January 23, 2026 |

Regulatory assets under management: $129,915,392 in the October 2024 data and $164,246,947 in the October 2026 data, up 26%.
Total employees: 1 in October 2024 and 1 in October 2026.

## Changes in the filing (last 12 months)

### February 2026
- Regulatory assets under management went from $143,828,104 to $164,246,947 (+14%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Nobscot Investment Management LLC (CRD 283289): Form ADV filing data as of October 2026.