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AdvisorCensus / Financial advisors / Massachusetts / Boston / Odiorne Point Asset Management, LLC

Odiorne Point Asset Management, LLC

Portsmouth, NHState-registered investment adviserCRD 324617

Filed as ODIORNE POINT ASSET MANAGEMENT, LLC

Odiorne Point Asset Management, LLC is a state-registered investment advisory firm in Portsmouth, NH, registered since 2023, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 16, 2026.

3 years
registered since 2023
$65,854,000
assets under management
1 arrangement
Percentage of assets
None
disclosure items (Item 11)

Quick answers

From the filing

How is Odiorne Point Asset Management, LLC compensated?

On its Form ADV (Item 5.E, October 2026), Odiorne Point Asset Management, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

Where is Odiorne Point Asset Management, LLC located?

Odiorne Point Asset Management, LLC's principal office is in Portsmouth, NH, according to its Form ADV.

Is Odiorne Point Asset Management, LLC registered with the SEC or a state?

Odiorne Point Asset Management, LLC is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 324617.

How much does Odiorne Point Asset Management, LLC manage?

Odiorne Point Asset Management, LLC reports $65,854,000 in regulatory assets under management in its Form ADV filing dated March 16, 2026 (100% discretionary).

What types of clients does Odiorne Point Asset Management, LLC serve?

By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (202).

Does Odiorne Point Asset 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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/324617

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • A percentage of assets under your management

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Regulatory assets under management

Item 5.F
$65,854,000

$65,854,000 as of October 2026, filing dated March 16, 2026.

Discretionary: $65,854,000.Non-discretionary: $0.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
Individuals (other than high net worth individuals)
Clients 202 Assets $65,854,000 (100%)

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Portfolio management for individuals and/or small businesses

Registration and firm details

Items 1, 2, 5
Registration
State-registered investment adviser. Status as filed: APPROVED.
Registered since
2023 (3 years)
Employees
Total: 3. Performing investment advisory functions: 3.
Wrap fee program participation
No.
States registered or notice-filed
3 states or jurisdictions
FLMENH

State-registered investment advisers are examined by their state securities regulator. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Changes in the filing

Last 12 months

No changes to these filed facts in the last 12 months of filing data.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I
odiornepointassetmanagement.com

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. Odiorne Point Asset Management, LLC (CRD 324617): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/odiorne-point-asset-management-llc-portsmouth-nh-324617