PASHADRE CAPITAL MANAGEMENT, INC
Firm details
- Headquarters
- s weymouth, Massachusetts
- CRD number
- 129239
- Fee structure
- Percentage of AUM
- Client types
- HNWI89.59%
- Individuals10.41%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Pashadre Capital Management, Inc. is a corporation focused on providing portfolio management services primarily for individuals and small businesses. The firm operates under a fee structure based on a percentage of assets under management (AUM) and caters to a client base that includes individuals and families. While the firm does not actively pursue ESG investments, it has established itself as a player in the wealth management sector by offering tailored investment solutions.
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 Equities65%
- US Government Bonds28%
- Cash & Cash Equivalents4%
- Public Funds/Mutual Funds3%
Contacts
1 of 1RICHARD SMITH
PresidentCRD 712023
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
s weymouth, MA
NORFOLK
Location
s weymouth, MA
Headquartered in s weymouth, 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
- NORFOLK
- Address
- 33 Union St
- Time zone
- ET (UTC-5)
- Office locations
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