Loynd Capital Management

RIASEC Registered
Total AUM
$24M
Discretionary
$24M
100% of AUM
Avg account
$667K
Accounts
36
Employees
1
Advisory reps
1

Firm details

Headquarters
Marblehead, Massachusetts
CRD number
131709
Fee structure
Percentage of AUM
Client types
  • Individuals100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Loynd Capital Management is a single-owner, sole proprietorship RIA that provides fee-based portfolio management primarily to individual and family clients. The firm’s advisory activity is focused on direct portfolio management for individuals and small businesses and it charges clients based on a percentage of assets under management. The adviser is not identified as an active ESG investor, does not operate as a multi-state adviser, and does not position itself as a capital allocator or pension consultant.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Other 100%100%
  • Other100%

Contacts

1 of 1
  • Geoffrey Loynd

    Geoffrey Loynd

    Founder and PrincipalCRD 2112123

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Marblehead, MA

Essex

Location

Marblehead, MA

Headquartered in Marblehead, 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
Essex
Address
171 Pleasant St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth