Centre Street Cambridge Corporation

RIASEC Registered
Total AUM
$9.1M
Discretionary
$9.1M
100% of AUM
Avg account
$1.3M
Accounts
7
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
128110
Custodians
PERSHING LLC, CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • Individuals100%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPublication of Periodicals

Firm profile

FINTRX

Overview

Centre Street Cambridge Corporation is a small, fee-based advisory firm that focuses on discretionary portfolio management for individuals, small businesses and institutional clients. The firm leans heavily toward publicly traded equities as its primary allocation preference and supplements equity exposure with commodity-related alternative investments. Centre Street Cambridge Corporation does not position itself as an ESG investor, is not a multi-state adviser, and does not act as a capital allocator or pension consultant. Service delivery appears relationship-driven: the firm manages a concentrated book of seven clients, using an AUM-based fee model. In addition to portfolio management, the firm engages in the publication of periodicals or newsletters, which suggests an internal research or commentary capability that supports client communications and investment decision-making.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 73%, Cash & Cash Equivalents 27%, US Government Bonds 3%73%
  • Exchange Traded Equities73%
  • Cash & Cash Equivalents27%
  • US Government Bonds3%

Contacts

1 of 1
  • Dennis Butler

    PresidentCRD 1163901

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth