Traub Capital Management
Firm details
- Headquarters
- Needham, Massachusetts
- CRD number
- 136851
- Registered since
- April 16, 2009
- Website
- www.traubcapital.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI91.3%
- Individuals6.66%
- Pension & Profit Sharing Plans1.3%
- Corporations / Businesses0.74%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Traub Capital Management is an independent registered investment adviser organized as an LLC and operating since 2009. The firm serves both individual/family and institutional clients, offering financial planning and portfolio management services geared toward individuals and small businesses. Its compensation blends a percentage-of-AUM fee with the option for hourly billing. Traub does not identify as an active ESG investor, is not listed as a multistate adviser, and does not act as a capital allocator — it uses external managers when it makes private equity or other alternative allocations.
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
- Public Funds/Mutual Funds69%
- Exchange Traded Equities30%
- Cash & Cash Equivalents1%
Contacts
3 of 3
Jake Bulian
Wealth ManagerCRD 8130614
Heydon Traub
OwnerCRD 3051205
Agnes Olshansky
ConsultantCRD 7070000
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 50Active vs passive
$62.1M in ETFs
84%
$52.4M
15%
$9.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND (VCSH) | Vanguard | Passive | Short Term Bond | $5.6M | 70,772 | 9.01% |
Location
Needham, MA
Norfolk
Location
Needham, MA
Headquartered in Needham, 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
- 97 Chapel St
- Time zone
- ET (UTC-5)
- Office locations
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