Foster Dykema Cabot & Partners, LLC
Firm details
- Headquarters
- Waltham, Massachusetts
- CRD number
- 300282
- Registered since
- February 12, 2019
- Website
- fdcpartners.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, J.P. MORGAN SECURITIES INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI83.93%
- Corporations / Businesses6.93%
- Pooled Investment Vehicles4.99%
- Charitable Organizations2.57%
- Individuals1.18%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Foster Dykema Cabot & Partners, LLC is an independent, SEC-registered advisory firm organized as an LLC and operating as a capital allocator for both individual/family and institutional clients. The firm provides a mix of financial planning and discretionary portfolio management across individual, pooled-vehicle, business and institutional mandates, and it also performs selection-of-other-advisers duties. Compensation is a blend of percentage-of-assets and fixed fees. The firm is not positioned as an ESG investor and is not registered as a multi-state adviser.
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
- Public Funds/Mutual Funds39%
- Exchange Traded Equities36%
- US Government Bonds8%
- Other8%
- Private Funds6%
Owners & executives
2 of 2
Donnalee Guerin
Chief Operating OfficerCRD 6459332
Jeffrey Mcgrew
Chief Investment OfficerCRD 2191482
Contacts
3 of 3
Elizabeth Braudis
President & PartnerCRD 4358519
Vikram Soorma
Partner, Portfolio ManagerCRD 4808831
Frederick Fisher
Portfolio ManagerCRD 6927946
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 92Active vs passive
$1.1B in ETFs
39%
$437M
61%
$673M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $311M | 415,216 | 28.00% |
Location
Waltham, MA
Middlesex
Location
Waltham, MA
Headquartered in Waltham, 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
- Middlesex
- Address
- 1075 Main St
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Granahan Investment Management LLC
RIAWaltham, MA
Windrose Advisors LLC
RIAWaltham, MA
Montis Financial, LLC
RIAWaltham, MA
Old Ironsides Energy, LLC
RIAWaltham, MA
Polen Capital Clo Management, LLC
RIAWaltham, MA
Polen Capital Credit, LLC
RIAWaltham, MA