FOSTER DYKEMA CABOT & PARTNERS, LLC

RIASEC RegisteredEst. 2019
Total AUM
$2.2B
Discretionary
$2.2B
100% of AUM
Avg account
$2.6M
Accounts
855
Employees
21
Advisory reps
6

Firm details

Headquarters
WALTHAM, Massachusetts
CRD number
300282
Registered since
February 12, 2019
Website
fdcpartners.com
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC, J.P. MORGAN SECURITIES INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI83.93%
  • Corporations / Businesses6.93%
  • Pooled Investment Vehicles4.99%
  • Charitable Organizations2.57%
  • Individuals1.18%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Foster Dykema Cabot & Partners, LLC is an independent SEC-registered registered investment adviser formed as an LLC in 2019 that serves both individual/family and institutional clients. The firm functions as a capital allocator and offers a mix of financial planning and discretionary portfolio management across individuals, small businesses, pooled investment vehicles, and institutional clients. Its advisory menu includes selection of other advisers and other financial product sales activity. Compensation comes from asset-based fees and fixed-fee engagements. The firm does not identify as an active ESG investor and is not characterized as a multi-state adviser in the available data.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 39%, Exchange Traded Equities 36%, US Government Bonds 8%, Other 8%, Private Funds 6%, Cash & Cash Equivalents 2%, State & Local Bonds 1%39%
  • Public Funds/Mutual Funds39%
  • Exchange Traded Equities36%
  • US Government Bonds8%
  • Other8%
  • Private Funds6%

Owners & executives

2 of 2

  • DONNALEE GUERIN

    Chief Operating OfficerCRD 6459332

  • JEFFREY MCGREW

    Chief Investment OfficerCRD 2191482

Contacts

3 of 4

  • ELIZABETH BRAUDIS

    President & PartnerCRD 4358519

  • VIKRAM SOORMA

    Partner, Portfolio ManagerCRD 4808831

  • Frederick Fisher

    Portfolio ManagerCRD 6927946

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 94

Active vs passive

$1B in ETFs

Passive

36%

$379M

Active

64%

$663M

ETFProviderStyleCategoryValueShares% of portfolio
SPDR S&P 500 ETF TRUST (SPY)State StreetPassiveLarge Blend$272M417,00126.09%
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Location

Primary office

WALTHAM, MA

MIDDLESEX

Location

WALTHAM, MA

Headquartered in WALTHAM, 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
1075 Main St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth