Mccarter Private Wealth Services LLC
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 108191
- Registered since
- April 3, 1997
- Website
- www.blasset.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI84.89%
- Charitable Organizations9.02%
- Individuals4.87%
- Corporations / Businesses1.22%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Mccarter Private Wealth Services LLC is an independent registered investment adviser organized as an LLC and operating as a capital allocator for individual, family and institutional clients. The firm provides portfolio management for individuals and small businesses and performs selection of other advisers, charging clients on an assets‑under‑management and fixed‑fee basis. FINTRX flags the firm as not positioning itself as an active ESG investor. The firm's organizational profile lists a law‑firm industry affiliation and indicates ownership structures that include a domestic entity and individual ownership. It has been SEC registered since 1997 and describes itself as a limited liability company and independent RIA.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities69%
- State & Local Bonds21%
- Public Funds/Mutual Funds5%
- Cash & Cash Equivalents3%
- Investment Grade Corp Bonds2%
Contacts
3 of 3
Mark Nowak
Member, Investment Policy Committee & ManagerCRD 5877827
Ann Keitner
CRD 4019686
Melissa Flynn
Investment Operations SupervisorCRD 6040249
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 57Active vs passive
$99.2M in ETFs
70%
$69.7M
22%
$29.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIDELITY TOTAL BOND ETF (FBND) | Fidelity | Active | Intermediate Core Plus Bond | $7.8M | 172,299 | 7.90% |
Location
Boston, MA
Suffolk
Location
Boston, MA
Headquartered in Boston, 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
- Suffolk
- Address
- 265 Franklin St
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Spring Lane Capital
RIABoston, MA
Emblem Group, L.P.
RIABoston, MA
Summit Partners Credit Advisors, L.P.
RIABoston, MA
Shawspring Partners, LLC
RIABoston, MA
Cohere Capital
RIABoston, MA
Artemis Capital Partners
RIABoston, MA