MENDHAM CAPITAL MANAGEMENT, INC.

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
7
Advisory reps
5

Firm details

Headquarters
BASKING RIDGE, New Jersey
CRD number
135384
Fee structure
Hourly Charges, Fixed Fees
Services
Financial PlanningEducational Seminars / Workshops

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 5
  • William Burke

    PresidentCRD 1339240

  • ROBERT BURKE

    Vice PresidentCRD 2166046

  • KERRY MELLOTT

    Vice PresidentCRD 5306198

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth