# Quabbin Advisors

> Quabbin Advisors is an SEC-registered investment advisory firm in Amherst, MA, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 4, 2026.

- CRD: 160019
- Filed as: QUABBIN ADVISORS
- Legal name: Quabbin Advisors, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Amherst, MA
- Filing period: October 2026
- Form ADV filing dated: June 4, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/160019
- AdvisorCensus page: https://advisorcensus.com/firm/quabbin-advisors-amherst-ma-160019

## Quick answers

**How is Quabbin Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Quabbin Advisors reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Quabbin Advisors located?**
Quabbin Advisors' principal office is in Amherst, MA, according to its Form ADV.

**Is Quabbin Advisors registered with the SEC or a state?**
Quabbin Advisors is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 160019.

**How much does Quabbin Advisors manage?**
Quabbin Advisors reports $109,766,450 in regulatory assets under management in its Form ADV filing dated June 4, 2026 (0% discretionary).

**What types of clients does Quabbin Advisors serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (36); individuals (other than high net worth individuals) (11).

**Which custodians does Quabbin Advisors use?**
Quabbin Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and TIAA-CREF Individual & Institutional Services, LLC as custodians holding 10% or more of its separately managed account assets.

**Does Quabbin Advisors 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/160019

**Does Quabbin Advisors state an account minimum?**
Its Form ADV Part 2A brochure dated June 4, 2026 says: "While we have no asset minimum, if the amount you have to invest results in our fee being in excess of 2% of your investable assets, we would encourage you to consider other options where you would pay less."

**What changed in Quabbin Advisors' recent Form ADV filings?**
In the June 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated June 4, 2026)

- Account minimum: None

> While we have no asset minimum, if the amount you have to invest results in our fee being in excess of 2% of your investable assets, we would encourage you to consider other options where you would pay less.

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- TIAA-CREF Individual & Institutional 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: $109,766,450
- Discretionary: $0
- Non-discretionary: $109,766,450

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 11 | $5,025,226 |
| High net worth individuals | 36 | $104,741,224 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA, NH, PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- quabbinadvisors.com
- LinkedIn @6637097
- X @QUABBINADVISORS

## Changes in the filing (last 12 months)

### June 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Quabbin Advisors (CRD 160019): Form ADV filing data as of October 2026.