Mccarter Private Wealth Services LLC

RIASEC RegisteredEst. 1997
Total AUM
$428M
Discretionary
$358M
84% of AUM
Avg account
$2.1M
Accounts
199
Employees
6
Advisory reps
3

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

FINTRX

Overview

Mccarter Private Wealth Services LLC is an independent registered investment adviser that has been operating since 1997. The firm serves a mix of individual and family clients as well as institutional accounts, charging both AUM-based and fixed fees. Its advisory work centers on portfolio management for individuals and small businesses and on selecting third-party managers, reflecting a capital allocator role rather than purely in-house asset manufacturing. The firm is affiliated with a law firm and is not identified as an active ESG investor or a multi-state adviser in the provided data.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 69%, State & Local Bonds 21%, Public Funds/Mutual Funds 5%, Cash & Cash Equivalents 3%, Investment Grade Corp Bonds 2%69%
  • Exchange Traded Equities69%
  • State & Local Bonds21%
  • Public Funds/Mutual Funds5%
  • Cash & Cash Equivalents3%
  • Investment Grade Corp Bonds2%

Contacts

3 of 3
  • Mark Nowak

    Mark Nowak

    Member, Investment Policy Committee & ManagerCRD 5877827

  • Ann Keitner

    CRD 4019686

  • Melissa Flynn

    Melissa Flynn

    Investment Operations SupervisorCRD 6040249

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 43

Active vs passive

$46.3M in ETFs

Passive

93%

$42.8M

Active

3%

$3.4M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$5.9M8,97312.67%
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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth