RIA · CRD 130143SEC-Registered

Updated:

Pearson Financial Services

Pearson Financial Services is an SEC-registered investment adviser in Dennis, MA. It has 8 employees and 3 investment advisers. The firm is based in Dennis, MA.

Pearson Financial Services

Pearson Financial Services is an SEC-registered investment adviser in Dennis, MA. It has 8 employees and 3 investment advisers. The firm is based in Dennis, MA.

General information

Firm type

RIA

Frequently asked questions

Does Pearson Financial Services have any known investment mandate or portfolio?

No. Public records and financial databases contain no information on an investment mandate, sector focus, or portfolio companies for Pearson Financial Services. Without a website, regulatory filings, or press mentions, the firm generates no attributable deal flow.

Who runs Pearson Financial Services?

No named principals are associated with Pearson Financial Services in any public source. Corporate filings do not surface a founder, CEO, or managing director, and the firm maintains no LinkedIn presence.

Is Pearson Financial Services structured as a family office?

Its classification remains unconfirmed. While certain corporate registries may list it under financial services, the absence of disclosed wealth origin, named family principals, or investment activity makes any categorization speculative.

Does Pearson Financial Services participate in co-investments alongside external GPs?

There is no evidence of co-investment activity. The firm has never appeared in a deal announcement, fund close, or LP disclosure, which is typically how co-investment participation becomes visible.

Why is there so little information available on Pearson Financial Services?

Many registered financial entities operate with minimal public disclosure either because they manage capital for a single family that values privacy above all, or because the vehicle was established for a purpose that never materialized into active investing. In this case, no footprint exists to distinguish between these possibilities.

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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