HANOVER STRATEGIC MANAGEMENT, LLC

RIASEC Registered
Total AUM
$120M
Discretionary
$103M
86% of AUM
Avg account
$2M
Accounts
60
Employees
3
Advisory reps
3

Firm details

Headquarters
WELLESLEY, Massachusetts
CRD number
139908
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI66.03%
  • Individuals33.97%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Hanover Strategic Management, LLC is a privately owned limited liability company that provides portfolio management primarily for individuals, families and small businesses. The firm bills clients through a combination of percentage-of-AUM and fixed fees. It does not identify as an active ESG investor, is not described as a multistate adviser, and is not labeled a capital allocator or related adviser in the available disclosure. SEC registration year is not specified in the source material.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 75%, US Government Bonds 11%, Other 11%, Cash & Cash Equivalents 2%, State & Local Bonds 1%75%
  • Exchange Traded Equities75%
  • US Government Bonds11%
  • Other11%
  • Cash & Cash Equivalents2%
  • State & Local Bonds1%

Contacts

3 of 3
  • GEORGE NOYES

    Chairman Emeritus, Portfolio ManagerCRD 1917091

  • BRUCE BAIRD

    Co-FounderCRD 5901844

  • CALEB ALDRICH

    Co-FounderCRD 2113123

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

WELLESLEY, MA

NORFOLK

Location

WELLESLEY, MA

Headquartered in WELLESLEY, 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
1 Hollis St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth