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AWARE INC
AWARE INC is a Massachusetts-based asset manager with a disclosed public equity portfolio; its structure and principals are not widely publicized.
AWARE INC
AWARE INC is a Massachusetts-based investment vehicle registered with the SEC as an asset manager, first filing Form 13F reports in the early 2000s (per SEC filings). The firm has disclosed ownership of publicly traded equities through periodic filings, with a portfolio concentrated in US-listed securities across sectors such as technology, healthcare, and financials. As a registered investment adviser, AWARE INC manages assets for institutional clients or high-net-worth individuals, though its specific mandate and ownership structure remain opaque in public sources. The firm's disclosed portfolio has included positions in major US exchange-traded funds and individual stocks, with quarterly filings showing shifts in allocation. No additional offices beyond the Massachusetts headquarters are publicly documented. The team size is not disclosed in available sources. AWARE INC's structural differentiator lies in its low public profile. The firm does not maintain a public website or active marketing presence, relying on regulatory disclosures as its primary footprint. This posture suggests either a client-directed mandate that does not require public outreach or a closely held structure.
General information
Firm type
Asset Manager
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
—
Corporate office
—
Frequently asked questions
Who runs investment decisions at AWARE INC?
AWARE INC's investment decisions are made by its internal management, but the specific named individuals running day-to-day portfolio management are not publicly identified in SEC filings or other widely available sources (per SEC EDGAR).
How does AWARE INC source proprietary deal flow?
AWARE INC does not publicly describe a deal sourcing process. Its disclosed holdings consist primarily of liquid publicly traded securities, suggesting a focus on secondary market investments rather than proprietary private deals (per SEC 13F filings).
Is AWARE INC structured as a single family office or does it operate more like a venture firm?
AWARE INC is registered as an SEC investment adviser, a structure that permits managing third-party capital. This distinguishes it from a single family office, which would typically rely on a family office exemption from registration. The firm's filings show management of institutional-type portfolios (per SEC IARD).
Does AWARE INC participate in fund commitments or only direct deals?
AWARE INC's public filings show direct ownership of common stocks and ETFs, indicating a direct investment model in publicly traded equities. No evidence of fund-of-funds or private limited partnership commitments appears in available records (per SEC 13F).
What investment stages does AWARE INC typically target?
AWARE INC's disclosed holdings are in publicly traded equities, placing its focus on liquid, generally large-cap or mid-cap securities. This suggests a growth or value stage approach in public markets (per SEC 13F filings).
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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