Bts Asset Management, Inc.
Bts Asset Management, Inc. is an SEC-registered mass-market adviser in Lincoln, MA with $144.8M assets under management (AUM, regulatory AUM), -23% over one year. See who owns Bts Asset Management, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 105215, SEC 801-14895, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $144.8M (2026-03-31)
- Firm type
- Mass-Market Adviser
- Location
- Lincoln, MA
- Employees
- 13
- Clients
- 445
- CRD
- 105215
- Ownership
- PASTS, VILIS; SHILMAN, GARY, ALLEN; KUSSELL, MAURICE, LANCE; BRALEY, ISAAC, CHARLES; PASTS, MATTHEW, ALEXANDER
How much AUM does Bts Asset Management, Inc. have?
Bts Asset Management, Inc. reported $144.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Bts Asset Management, Inc.?
Disclosed owners and executives of Bts Asset Management, Inc. include PASTS, VILIS, SHILMAN, GARY, ALLEN, KUSSELL, MAURICE, LANCE, BRALEY, ISAAC, CHARLES, PASTS, MATTHEW, ALEXANDER. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.