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, LLC-structured registered investment adviser that has been registered with the SEC since 1997. The firm serves individual and family clients as well as institutional accounts, providing portfolio management for individuals and small businesses and acting as a capital allocator by selecting third-party advisers. Its fees are charged both as a percentage of assets under management and via fixed-fee arrangements. The firm does not identify as an active ESG investor.
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%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 59Active vs passive
$101M in ETFs
71%
$72.2M
21%
$29M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIDELITY TOTAL BOND ETF (FBND) | Fidelity | Active | Intermediate Core Plus Bond | $7.5M | 174,058 | 7.45% |
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
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