BROTCHIE CAPITAL MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
PEABODY, Massachusetts
CRD number
168874

Firm profile

FINTRX

Overview

Brotchie Capital Management, LLC is a small, owner-operated limited liability company that appears to function primarily as an adviser to private investment vehicles rather than as a broad-based retail or institutional RIA. Regulatory and profile fields are sparse: the firm is organized as an LLC, controlled by individual ownership, and is not identified as a multi-state adviser or an ESG-focused allocator. Public-facing descriptions do not include a defined client roster or a breakdown of traditional advisory activities. The firm does not report typical retail or institutional advisory services in its snapshot, which, together with the fund-level information available, points to a compact operation centered on private fund management rather than a multi-service advisory platform.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • PETER BROTCHIE

    PrincipalCRD 6245169

  • JOHN BROTCHIE

    AnalystCRD 5970408

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

PEABODY, MA

ESSEX

Location

PEABODY, MA

Headquartered in PEABODY, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
ESSEX
Address
5 Essex Green Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth