NASHUA CAPITAL MANAGEMENT LLC

RIASEC Registered
Total AUM
$65M
Discretionary
$65M
100% of AUM
Avg account
$1.1M
Accounts
58
Employees
1
Advisory reps
1

Firm details

Headquarters
NASHUA, New Hampshire
CRD number
160438
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI97.06%
  • Individuals2.94%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Nashua Capital Management LLC is an independent RIA that runs a concentrated, equity-first investment program for individual and family clients. The firm operates primarily on discretionary mandates and uses separately managed account (SMA) structures to place client capital into exchange-traded equities as the core exposure. Investment activity is centered on building equity-driven portfolios supplemented with mutual funds and corporate debt for fixed-income needs, while select allocations are routed to third-party hedge funds when clients warrant alternative exposure. Financial planning and tailored portfolio management for individuals and small businesses sit alongside portfolio implementation, with a fee model tied to a percentage of AUM.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 82%, US Government Bonds 9%, Cash & Cash Equivalents 6%, Public Funds/Mutual Funds 2%, Investment Grade Corp Bonds 1%82%
  • Exchange Traded Equities82%
  • US Government Bonds9%
  • Cash & Cash Equivalents6%
  • Public Funds/Mutual Funds2%
  • Investment Grade Corp Bonds1%

Contacts

1 of 1
  • ALICIA DONAHUE

    PrincipalCRD 6090694

Wealth teams

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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

NASHUA, NH

HILLSBOROUGH

Location

NASHUA, NH

Headquartered in NASHUA, NH, 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
HILLSBOROUGH
Address
20 Trafalgar Sq
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth