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WEATHERBIE CAPITAL, LLC

BOSTON, MA · CRD 105991 · IAPD ↗ · 617-951-2550

$1.34BRegulatory AUM
7Advisory reps
7Employees
0Clients
n/aPlanning clients
2Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
April 2026 — WEATHERBIE CAPITAL, LLC reported RAUM down 29% ($1.89B -> $1.34B).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
55
April 2026 — WEATHERBIE CAPITAL, LLC notice-filed in CO, DE, IL, ME, NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.