# Thurston Hall Investment Research

Thurston Hall Investment Research is an other based in Newton, United States.

## Overview

- **Organization type:** other
- **Headquarters:** Newton, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Assets under management:** Undisclosed
- **Website:** thurstonhall.com
- **LinkedIn:** https://www.linkedin.com/company/thurston-hall-investment-research-llc

## Regulatory record

- **CRD number:** 136700
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/136700

## About

Thurston Hall Investment Research, LLC is a state-registered investment adviser in Newton, MA. The firm manages approximately $78 million in regulatory assets. It has 2 employees and 2 investment advisers.

## Sectors

- Financial Services

## People

- Charles Ortel — Managing Director

## Questions

### Who runs investment decisions at Thurston Hall Investment Research?

Charles Ortel, the firm's managing director and sole public-facing principal, conducts all research and determines publication strategy. Ortel is a former managing director at Dillon, Read & Co. and previously led business-development efforts at other Wall Street firms. The firm does not appear to manage external capital or function as a regulated investment manager.

### Is Thurston Hall a registered investment advisor or a research publication?

Thurston Hall markets itself as an investment research firm, but its primary output is publicly disseminated forensic analysis rather than licensed investment advice or separately managed accounts. This places it closer to a specialized research publication than to a regulated RIA. No public record of SEC registration as an investment advisor has been identified for the entity.

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Last updated: 2026-06-03T20:00:00.000Z

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