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 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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Other 100%100%
  • Other100%

Contacts

1 of 1
  • 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