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Oechsle International Advisors, LLC (Boston)


Oechsle International Advisors, LLC is a large advisory firm based in Boston. It manages $4.4 billion of regulatory assets for 22 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Massachusetts.

Oechsle International Advisors provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Oechsle International Advisors: assets under management

The assets under management (AUM) of Oechsle International Advisors, LLC is $4.4 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -74% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $4.4 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $200.1 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Oechsle International Advisors, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 8 indirect owners.

Name Entity Date acquired Ownership Employer ID
Lawrence Sean Roche Managing member 1 Oct 1998 Other 4369547
Warren Robbins Walker Managing member 1 Oct 1998 Other 4361076
Inc. Fleet Financial Group Member of parent 1 Oct 1998 75% - 100% 05-0341324
Inc. Fleetboston Financial Group Member of parent 1 Oct 1998 75% - 100% 05-0341324
Stephen Patrick Langer Managing member 1 Oct 1998 25% - 50% 720354
Bank Of Amercia Corporation Member of parent 1 Apr 2004 75% - 100% 56-0906609
Lawrence Sean Roche Managing member 1 Dec 2011 50% - 75% 4369547
Warren Robbins Walker Managing member 1 Dec 2011 25% - 50% 4361076

Based in Boston

The principal office where Oechsle International Advisors, LLC performs its advisory services is located at 33 Arch Street, Boston, MA 02110, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 617-330-8810 or by fax 617-330-8812. The normal business hours are 9am to 5pm on Monday - Friday.


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