Nashua Capital Management LLC

RIAState Registered
Total AUM
$65M
Discretionary
$65M
100% of AUM
Avg account
$1.1M
Accounts
58
Employees
1
Advisory reps
1

Firm details

Headquarters
Nashua, New Hampshire
CRD number
160438
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI97.06%
  • Individuals2.94%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Nashua Capital Management LLC is an independent, New Hampshire–based registered investment adviser organized as an LLC. The firm manages investment portfolios primarily for individuals, families and small-business owners, providing financial planning and discretionary portfolio management. Its fee model is a percentage of assets under management. Nashua Capital describes equities as its preferred asset class and does not identify as an active ESG investor.

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 82%, US Government Bonds 9%, Cash & Cash Equivalents 6%, Public Funds/Mutual Funds 2%, Investment Grade Corp Bonds 1%82%
  • Exchange Traded Equities82%
  • US Government Bonds9%
  • Cash & Cash Equivalents6%
  • Public Funds/Mutual Funds2%
  • Investment Grade Corp Bonds1%

Contacts

1 of 1
  • Alicia Donahue

    Alicia Donahue

    PrincipalCRD 6090694

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

Nashua, NH

Hillsborough

Location

Nashua, NH

Headquartered in Nashua, NH, 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
Hillsborough
Address
20 Trafalgar Sq
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth