MENDHAM CAPITAL MANAGEMENT, INC.
Firm details
- Headquarters
- BASKING RIDGE, New Jersey
- CRD number
- 135384
- Website
- www.raymondjames.com
- Fee structure
- Hourly Charges, Fixed Fees
- Services
- Financial PlanningEducational Seminars / Workshops
Firm profile
FINTRXOverview
Mendham Capital Management, Inc. is structured as an independent registered investment adviser operating as a corporation with individual ownership. The firm appears to position itself more as a planner and educator than as a traditional asset-gathering manager: its noted service model relies on hourly and fixed-fee engagements and it lists financial planning and educational seminars/workshops among its primary activities. Mendham does not identify as an active ESG investor, is not a multi-state adviser, and is not positioned as a capital allocator or pension consultant. On the investment side, the firm combines public-market exposures—chiefly mutual funds and corporate debt—with allocations to real estate accessed through third-party managers. That mix suggests a hybrid advice approach: using pooled public instruments for core exposures while outsourcing real estate exposure to external specialist managers rather than running in-house private markets strategies.
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
Contacts
3 of 5William Burke
PresidentCRD 1339240
ROBERT BURKE
Vice PresidentCRD 2166046
KERRY MELLOTT
Vice PresidentCRD 5306198
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BASKING RIDGE, NJ
SOMERSET
Location
BASKING RIDGE, NJ
Headquartered in BASKING RIDGE, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- SOMERSET
- Address
- 180 Mount Airy Rd
- Time zone
- ET (UTC-5)
- Office locations
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