REYNDERS, MCVEIGH CAPITAL MANAGEMENT, LLC
Firm details
- Headquarters
- BOSTON, Massachusetts
- CRD number
- 137342
- Registered since
- November 21, 2005
- Website
- reyndersmcveigh.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, FIFTH THIRD SECURITIES, INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI68.23%
- Other19.69%
- Corporations / Businesses3.79%
- Investment Companies2.34%
- Charitable Organizations1.79%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Reynders, McVeigh Capital Management, LLC is an independent, SEC-registered RIA formed in 2005 and organized as an LLC with individual ownership. The firm serves both high-net-worth individuals and institutional clients, offering financial planning and discretionary and non-discretionary portfolio management for individuals, small businesses, investment companies, and other institutions. Compensation is a mix of asset-based fees and fixed fees. Reynders McVeigh positions itself as an ESG-focused boutique, integrating environmental, social, and governance metrics into its investment and risk analysis and treating sustainability data as a distinct input alongside traditional fundamental research. The firm was named among Top RIA Firms by FA Magazine in 2020.
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 Equities60%
- Investment Grade Corp Bonds17%
- US Government Bonds13%
- Cash & Cash Equivalents6%
- State & Local Bonds2%
Owners & executives
3 of 3PATRICK MCVEIGH
President, Chief Investment OfficerCRD 2709338
SUSAN BREMER
Chief Financial OfficerCRD 2232555
RYAN MOONEY
Chief Compliance OfficerCRD 7720412
Contacts
3 of 20Louisa Jacquinto
Investment AssociateCRD 7661189
Christian Mahoney
Associate Wealth AdvisorCRD 7260116
THOMAS ROCHE
Vice President, Director of OperationsCRD 2708983
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 24Active vs passive
$20.6M in ETFs
85%
$17.5M
0%
$3.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $3.5M | 5,403 | 17.06% |
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
- 10 Post Office Sq
- Time zone
- ET (UTC-5)
- Office locations
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