Von Blucher Capital LLC
Firm details
- Headquarters
- Arlington, Massachusetts
- CRD number
- 339837
- Fee structure
- Percentage of AUM, Fixed Fees
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Von Blucher Capital LLC is structured as a single-owner limited liability company that provides financial planning and portfolio management services geared toward individuals and small businesses. FINTRX flags the firm as an active ESG investor, and its listed advisory activities are financial planning and discretionary portfolio management for individual and small-business clients. The firm charges clients using a combination of percentage-of-AUM and fixed-fee arrangements. FINTRX classifies the adviser as “unclassified,” indicates it is not a capital allocator, and does not identify it as a multi-state or newly formed adviser.
Assets & Accounts
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
Owners & executives
1 of 1Alexander Schramm Von Blucher
Chief Investment Officer & Chief Compliance OfficerCRD 8198866
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Arlington, MA
Middlesex
Location
Arlington, MA
Headquartered in Arlington, 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
- Middlesex
- Address
- 1167 Massachusetts Ave
- Time zone
- ET (UTC-5)
- Office locations
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