NASHUA CAPITAL MANAGEMENT LLC
Firm details
- Headquarters
- NASHUA, New Hampshire
- CRD number
- 160438
- Website
- www.nashuacapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI97.06%
- Individuals2.94%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
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
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 Equities82%
- US Government Bonds9%
- Cash & Cash Equivalents6%
- Public Funds/Mutual Funds2%
- Investment Grade Corp Bonds1%
Contacts
1 of 1ALICIA DONAHUE
PrincipalCRD 6090694
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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