MCCARTER PRIVATE WEALTH SERVICES LLC
Firm details
- Headquarters
- BOSTON, Massachusetts
- CRD number
- 108191
- Registered since
- April 3, 1997
- Website
- www.blasset.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI84.89%
- Charitable Organizations9.02%
- Individuals4.87%
- Corporations / Businesses1.22%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Mccarter Private Wealth Services LLC is an SEC-registered investment adviser formed as an LLC and conducting advisory activity since at least 1997. The firm serves both individual/family clients and institutional accounts and bills using a mix of asset-based fees and fixed fees. Its stated advisory capabilities emphasize portfolio management for individuals and small businesses and the selection of outside advisers, and it identifies itself as a capital allocator rather than a pure in-house manager. The firm does not present itself as an active ESG investor and reports an industry affiliation with a law firm.
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
- Exchange Traded Equities69%
- State & Local Bonds21%
- Public Funds/Mutual Funds5%
- Cash & Cash Equivalents3%
- Investment Grade Corp Bonds2%
Contacts
3 of 3MARK NOWAK
Member, Investment Policy Committee & ManagerCRD 5877827
ANN KEITNER
CRD 4019686
MELISSA FLYNN
Investment Operations SupervisorCRD 6040249
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 43Active vs passive
$46.3M in ETFs
93%
$42.8M
3%
$3.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $5.9M | 8,973 | 12.67% |
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
- 265 Franklin St
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
SPRING LANE CAPITAL
RIABOSTON, MA
EMBLEM GROUP, L.P.
RIABOSTON, MA
SUMMIT PARTNERS CREDIT ADVISORS, L.P.
RIABOSTON, MA
SHAWSPRING PARTNERS, LLC
RIABOSTON, MA
COHERE CAPITAL
RIABOSTON, MA
ARTEMIS CAPITAL PARTNERS
RIABOSTON, MA