Loynd Capital Management
Firm details
- Headquarters
- Marblehead, Massachusetts
- CRD number
- 131709
- Website
- loyndcapital.com
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
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
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 1
Geoffrey 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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