SEC Form ADV

MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC

Firm profile: Martha's Vineyard Investment Advisors — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserMA

$342.9M

Assets Under Management

Employees

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Registration Details

Accession: crd-291599
Location: WEST TISBURY, MA
Filing Date: August 4, 2026
AUM: $342.9M
Institutional Clients: 27
Employees: 6
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW IndividualsBanksCharitable OrganizationsGovernment EntitiesCorporations

About this Adviser

MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC is a registered investment adviser headquartered in WEST TISBURY, MA, managing approximately $342.9M in assets. This data is sourced from the SEC's EDGAR database via Form ADV.

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