LOYND CAPITAL MANAGEMENT
Firm details
- Headquarters
- MARBLEHEAD, Massachusetts
- CRD number
- 131709
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Loynd Capital Management operates as a sole proprietorship focused on providing portfolio management services primarily for individuals and small businesses. The firm does not classify itself under a specific category, indicating a flexible approach to investment strategies. While it does not engage in capital allocation or act as a pension consultant, it does charge clients a fee based on a percentage of assets under management. The firm has not positioned itself as an active ESG investor, which may appeal to clients with different investment priorities.
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
- Other100%
Contacts
1 of 1GEOFFREY LOYND
Founder and PrincipalCRD 2112123
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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