Commons Capital, LLC
Firm details
- Headquarters
- Needham, Massachusetts
- CRD number
- 165738
- Registered since
- May 7, 2018
- Website
- www.commonsllc.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI95.02%
- Individuals4.98%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Commons Capital, LLC is an independent registered investment adviser that works primarily with individual and family clients. The firm is SEC-registered (initial registration in 2018) and is organized as a limited liability company owned by an individual. Its advisory services emphasize financial planning and portfolio management for individuals and small businesses. Fee arrangements include both a percentage-of-assets model and fixed fees. The firm does not identify as an active ESG investor, is not a capital allocator, and is not flagged as a multi-state adviser in its snapshot.
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 Equities66%
- US Government Bonds13%
- Cash & Cash Equivalents13%
- Public Funds/Mutual Funds5%
- Investment Grade Corp Bonds2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 14Active vs passive
$6.3M in ETFs
96%
$6.1M
0%
$259K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR GOLD TRUST (GLD) | State Street | Passive | Commodities Focused | $1.9M | 4,924 | 29.72% |
Location
Needham, MA
Norfolk
Location
Needham, MA
Headquartered in Needham, 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
- Norfolk
- Address
- 75 2nd Ave
- Time zone
- ET (UTC-5)
- Office locations
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