Bank / Wealth / TrustRIA · CRD 126869SEC-Registered

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Kraematon Investment Advisors

Founded in 1997 and headquartered south of Boston, Kraematon Investment Advisors is a registered investment advisor serving individuals, high-net-worth...

Kraematon Investment Advisors logo

Kraematon Investment Advisors

Founded in 1997 and headquartered south of Boston, Kraematon Investment Advisors is a registered investment advisor serving individuals, high-net-worth families, and institutions. The firm's mandatory RIA registration, on file with the SEC, imposes a legal obligation to place client interests first — a structural feature that distinguishes it from broker-dealers operating under a suitability standard. Kraematon's client base draws primarily from the Greater Boston corridor, a market dense with legacy industrial wealth and a generation of technology and healthcare liquidity. The firm provides financial planning, investment planning, and portfolio management across a mix of public equities, fixed income, and third-party alternative fund allocations. Kraematon constructs bespoke portfolios for each client rather than operating a single house strategy, a posture more consistent with private-client wealth management than institutional asset management. The geographic concentration in eastern Massachusetts creates a referral flywheel tied to regional law firms, accountants, and business exits, though the firm has not publicly disclosed the structure of any co-investment vehicles, direct private deals, or limited partnership interests. Kraematon's operational scale remains opaque — the firm does not publish assets under management, headcount, or named investment personnel on its public-facing website. As a privately held RIA with no disclosed external capital raise, the advisory team is likely compact, with principals directly involved in client relationships and investment committee decisions. No philanthropic foundations, real estate operating arms, or adjacent membership vehicles such as Tiger 21 or YPO have been publicly linked to the firm's principals. Kraematon's structural bet is fiduciary depth over brand scale. In a market where consolidating RIAs chase institutional capital and national brands, a suburban Boston RIA with no disclosed AUM is choosing deliberate obscurity — serving as a family-office surrogate for clients who value a direct, regulatory-bound relationship over a recognized marquee name. That architecture depends entirely on principal longevity and local trust, a model that works indefinitely until it doesn't, which is typically a succession question rather than a competitive one.

General information

Firm type

Bank / Wealth / Trust

Year founded

1997

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Braintree

Corporate office

Braintree, MA, United States

Frequently asked questions

What is the fiduciary posture of Kraematon Investment Advisors?

Kraematon is a registered investment advisor, which legally binds the firm to a fiduciary standard under the Investment Advisers Act of 1940. This means the firm must act in the best interests of its clients, disclose conflicts, and seek best execution on trades. The RIA registration is publicly verifiable through the SEC's Investment Adviser Public Disclosure database.

Does Kraematon manage institutional capital or only private wealth?

The firm's regulatory disclosures indicate it serves individuals, high-net-worth individuals, and institutions, though it has not publicly segmented its client base by type or disclosed minimum account sizes. Given Kraematon's low public profile and suburban Boston location, institutional relationships — if they exist — are likely concentrated among regional endowments, foundations, or corporate accounts rather than national pension funds.

How does Kraematon charge for its services?

Kraematon has not publicly published a fee schedule. Industry practice for RIAs of this profile typically includes asset-based fees, flat retainers, or hourly planning charges. The specific model is disclosed privately during client onboarding; no public regulatory complaint related to fees has been reported for the firm.

Who are the principals making investment decisions?

Kraematon does not name principals on its public website, and no investment committee roster has been published. In a compact RIA structure, decision-making authority typically rests with the founding principals and senior advisors, though the firm's organizational chart remains private. This opacity is common among private-client RIAs that do not market externally.

Is Kraematon affiliated with a larger financial institution or consolidator?

No public record indicates Kraematon is a subsidiary of a bank holding company, an aggregator platform, or a roll-up entity. The firm appears to remain independently owned, with no disclosed outside private equity stake. Its RIA registration lists no control affiliates beyond the firm itself.

Profile maintained by 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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