Gallatin River Capital LLC
Firm details
- Headquarters
- Marshfield, Massachusetts
- CRD number
- 341317
- Registered since
- August 6, 2026
- Fee structure
- Percentage of AUM
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Gallatin River Capital LLC is a recently formed, SEC-registered investment adviser organized as a limited liability company and owned by an individual. The firm provides financial planning and discretionary portfolio management geared toward individuals and small businesses. Its fee model is based on a percentage of assets under management. The adviser does not position itself as a capital allocator and reports it is not an active ESG investor. It is registered as an SEC adviser in 2026 and is not designated as a multistate adviser, pension consultant, or related adviser. The firm’s regulatory classification is listed as unclassified. Gallatin River Capital identifies industry affiliation as an "other investment adviser" and focuses its service set on planning and portfolio management rather than institutional or specialized consulting lines.
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
Contacts
1 of 1
Luke Nagell
OwnerCRD 5239324
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Marshfield, MA
Plymouth
Location
Marshfield, MA
Headquartered in Marshfield, 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
- Plymouth
- Address
- 892 Plain St
- Time zone
- ET (UTC-5)
- Office locations
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