Centre Street Cambridge Corporation
Firm details
- Headquarters
- ,
- CRD number
- 128110
- Website
- www.centrestcambridge.com
- Custodians
- PERSHING LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPublication of Periodicals
Firm profile
FINTRXOverview
Centre Street Cambridge Corporation is a small, fee-based advisory firm that focuses on discretionary portfolio management for individuals, small businesses and institutional clients. The firm leans heavily toward publicly traded equities as its primary allocation preference and supplements equity exposure with commodity-related alternative investments. Centre Street Cambridge Corporation does not position itself as an ESG investor, is not a multi-state adviser, and does not act as a capital allocator or pension consultant. Service delivery appears relationship-driven: the firm manages a concentrated book of seven clients, using an AUM-based fee model. In addition to portfolio management, the firm engages in the publication of periodicals or newsletters, which suggests an internal research or commentary capability that supports client communications and investment decision-making.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities73%
- Cash & Cash Equivalents27%
- US Government Bonds3%
Contacts
1 of 1Dennis Butler
PresidentCRD 1163901
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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