Updated:
Worcester Advisors
Worcester Investments is a multifamily investment company founded in 2006 in Kansas City, Missouri. It acquires, repositions, and manages multifamily and...
Worcester Advisors
Worcester Investments is a multifamily investment company founded in 2006 in Kansas City, Missouri. It acquires, repositions, and manages multifamily and commercial real estate properties. The company offers equity investments, private lending, and property management services to accredited investors.
General information
Firm type
Asset Manager
AUM
$100 million (per firm website)
Location
Region
North America
Country
United States
City
Worcester
Corporate office
Worcester, MA, United States
Principals
David M. Frazier
President
Joseph J. Bourque
Chief Compliance Officer, Investment Advisor
Sangam Dahal
Investment Advisor Representative
Jacob Wharton
Investment Advisor Representative
Frequently asked questions
How does Worcester Advisors manage client assets?
The firm operates as a registered investment adviser providing tailored wealth management, trust administration, retirement planning, and tax-and-cash-management services. It does not publicly report a proprietary fund structure, direct-deal program, or pooled investment vehicle. Client portfolios are managed on a discretionary or non-discretionary basis through individual advisory relationships.
Who makes investment decisions at Worcester Advisors?
President David M. Frazier leads the firm. Investment-advisor representatives Joseph Bourque, Sangam Dahal, and Jacob Wharton are listed on the firm's website as part of the advisory team, alongside an investment-advisor intern. The firm does not publicly detail its investment-committee structure or external sub-advisor relationships.
Does Worcester Advisors serve institutional or family-office investors?
The firm's public materials target individuals and families seeking help with retirement, trust oversight, and tax planning. There is no disclosed institutional or family-office mandate, pooled vehicle, or co-investment program. The firm's scale — $100 million in AUM and a five-person team — aligns with a private-wealth advisory practice.
What is Worcester Advisors' geographic focus?
The firm operates from a single office in Worcester, Massachusetts, and its contact page explicitly invites prospects in the Worcester area to connect. No other office locations, regional satellite hubs, or multi-state licensing details are disclosed on the firm's website.
How is Worcester Advisors regulated?
Worcester Advisors operates as an SEC- or state-registered investment adviser. Its website lists Joseph J. Bourque as Chief Compliance Officer and investment advisor, indicating a formal compliance program. The firm's public disclosures do not detail the specific registration status or Form ADV filing jurisdiction.
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.
Need institutional-grade insight on asset managers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: