SourcingSourcing

HEMISTA INC.

C27
CRD 301888·SEC 801-115259·BOSTON, MA
AUM
$0
<$25M
Est. Revenue
$0
@ 1% on AUM
Est. EBITDA
$0
@ 30% margin
Est. Deal Value
$0
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
HEMISTA INC.
CRD
301888
SEC file #
801-115259
EIN
—
DBA names
—

Economics

AUM
$0
AUM band
<$25M
AUM trajectory
'21'23
$1K → $390K▲ +31901%
Client mix
—

Operations

Employees (total)
1
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'20'26
1 advisors → 1 advisors▬ 0%
Primary office
BOSTON MA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/29/2024
ADV-W filed at
—
Website
linkedin.com/company/hemista-inc(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
GUNASEKARAN, GURUMOORTHI, NMN
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
GUNASEKARAN, GURUMOORTHI, NMN
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:hemista.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.46
Soi Zip Pct 200k Plus
0.2146
Soi Zip Returns 200k Plus
1880
Soi Zip Total AGI
1,747,798
Fdic Zip Total Deposits
564,356,223,000
Fdic Zip Branch Count
126
Fdic Zip Top Banks
State Street Bank and Trust Company
Bank of America, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (19)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Fdic Zip Branches Raw
The First National Bank of BostonBoston, MA
Fleet Bank of Massachusetts, National AssociationBoston, MA
Fdic Zip HHI
9573.61
Fdic Zip Top Bank Share Pct
97.84
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI11,435
Returns960
Stub 2
AGI42,575
Returns1,110
Stub 3
AGI86,433
Returns1,390
Soi Zip Total Business Income
47,694
Soi Zip Total Cap Gains
235,749
Soi Zip Total Dividends
64,578
Soi Zip Total Returns
8,760
Top Owner CRD
7093816
Trust Company Affiliate
No

People (1)

1
GURUMOORTHI NMN GUNASEKARAN
Direct Owner · 87.5%
7093816