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Employer firm

Knights Of Columbus Asset Advisors LLC CRD 174129

$30.5B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Knights Of Columbus Asset Advisors Llc

One Columbus Plaza, New Haven, CT 06510 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-01-27
  • MA RA
    APPROVED
    Since 2026-01-27

Branch Locations

Westborough, MA • United States

One Columbus Plaza, New Haven, CT 06510 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Knights Of Columbus Asset Advisors Llc Westborough MA 12/2025 Present
Knights Of Columbus Insurance Westborough MA 07/2025 Present
Unemployed Westborough MA 01/2025 05/2025
Vividcloud Boxborough MA 06/2024 12/2024
Unemployed Westborough MA 11/2023 05/2024
Opentext Westborough MA 07/2021 10/2023
Teradata Westborough MA 07/2019 05/2021
Collibra Westborough MA 10/2018 05/2019
Ibm Littleton MA 05/2007 10/2018
  • 12/2025 → Present
    Westborough, MA
  • 07/2025 → Present
    Knights Of Columbus Insurance
    Westborough, MA
  • 01/2025 → 05/2025
    Unemployed
    Westborough, MA
  • 06/2024 → 12/2024
    Vividcloud
    Boxborough, MA
  • 11/2023 → 05/2024
    Unemployed
    Westborough, MA
  • 07/2021 → 10/2023
    Opentext
    Westborough, MA
  • 07/2019 → 05/2021
    Teradata
    Westborough, MA
  • 10/2018 → 05/2019
    Collibra
    Westborough, MA
  • 05/2007 → 10/2018
    Ibm
    Littleton, MA
Other Businesses

Knights of Columbus Insurance NOT investment-related 10 Smith Street Westborough, MA 015681 Life insurance and annuity products. Field Agent Field Agent 07/01/2025 40 hours per month. 40 hours per month during securities trading hours. Sales of life insurance and annuity products.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-12-30
  • S65 Uniform Investment Adviser Law Examination
    2025-12-30

View on SEC IAPD

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