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 began SEC registration in 2018 and is owned by an individual. The firm focuses on delivering financial planning and discretionary portfolio management primarily for individuals, families and small-business owners. Its fee model combines a percentage-of-AUM component with fixed-fee engagements. Commons Capital does not identify as an active ESG investor and is not listed as a capital allocator; it relies on external managers rather than sponsoring private funds.
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%
Contacts
3 of 5ROSE THOMPSON
Senior Vice President, Private Wealth AdvisorCRD 848431
MALIK SMITH
Senior Vice President, Private Wealth AdvisorCRD 5068263
NICHOLAS DUTTER
Senior Vice President, Private Wealth AdvisorCRD 5365627
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 8Active vs passive
$5.3M in ETFs
100%
$5.3M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR GOLD TRUST (GLD) | State Street | Passive | Commodities Focused | $2.1M | 4,986 | 40.42% |
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
- 254 2nd Ave
- Time zone
- ET (UTC-5)
- Office locations
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