Little House Capital, LLC
Firm details
- Headquarters
- Braintree, Massachusetts
- CRD number
- 290070
- Registered since
- November 2, 2017
- Website
- littlehousecapital.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI76.72%
- Other Investment Advisers7.03%
- Charitable Organizations5.3%
- Corporations / Businesses5%
- Pension & Profit Sharing Plans4.72%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Little House Capital, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2017. The firm serves both individuals/families and institutional clients and offers a mix of financial planning and discretionary portfolio management for individuals, small businesses, and institutions, along with pension consulting services. Its billing is flexible: percentage-of-assets, hourly fees, and fixed-fee engagements are all used. The firm identifies equities — including exchange-traded products — as its primary preference rather than ESG-focused mandates.
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 Equities59%
- Investment Grade Corp Bonds14%
- Public Funds/Mutual Funds10%
- US Government Bonds8%
- Cash & Cash Equivalents6%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 29Active vs passive
$116M in ETFs
77%
$90M
21%
$26.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES MSCI EAFE ETF (EFA) | BlackRock | Passive | Foreign Large Blend | $14.1M | 135,367 | 12.09% |
Location
Braintree, MA
Norfolk
Location
Braintree, MA
Headquartered in Braintree, 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
- 35 Braintree Hill Park
- Time zone
- ET (UTC-5)
- Office locations
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