# Tomasetti Investment Group, LLC

> Tomasetti Investment Group, LLC is a state-registered investment advisory firm in Needham, MA, registered since 2005, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 5, 2026.

- CRD: 136442
- Filed as: TOMASETTI INVESTMENT GROUP, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Needham, MA
- Filing period: October 2026
- Form ADV filing dated: January 5, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/136442
- AdvisorCensus page: https://advisorcensus.com/firm/tomasetti-investment-group-llc-needham-ma-136442

## Quick answers

**How is Tomasetti Investment Group, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Tomasetti Investment Group, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Tomasetti Investment Group, LLC located?**
Tomasetti Investment Group, LLC's principal office is in Needham, MA, according to its Form ADV.

**Is Tomasetti Investment Group, LLC registered with the SEC or a state?**
Tomasetti Investment Group, LLC is a state-registered investment advisory firm, registered since 2005. Status as filed: APPROVED. CRD 136442.

**How much does Tomasetti Investment Group, LLC manage?**
Tomasetti Investment Group, LLC reports $60,571,400 in regulatory assets under management in its Form ADV filing dated January 5, 2026 (100% discretionary).

**What types of clients does Tomasetti Investment Group, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (26); individuals (other than high net worth individuals) (21).

**Does Tomasetti Investment Group, 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/136442

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $60,571,400
- Discretionary: $60,571,400
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 21 | $7,042,107 |
| High net worth individuals | 26 | $52,207,008 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $1,322,285 |

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

### Firm details
- Registered since: 2005 (21 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)
- tomasettigroup.com
- Facebook @TOMASETTI-INVESTMENT-GROUP-LLC-201262995415

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Tomasetti Investment Group, LLC (CRD 136442): Form ADV filing data as of October 2026.