STALEY CAPITAL MANAGEMENT COMPANY LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
AUBURNDALE, Massachusetts
CRD number
308984

Firm profile

FINTRX

Overview

Staley Capital Management Company LLC is a small, privately held investment manager organized as a limited liability company. The firm’s public filings indicate it operates primarily through pooled investment vehicles rather than as a traditional advisory firm serving retail or institutional advisory accounts. It is not marked as an active ESG investor, is not registered as a multi-state adviser, and is not positioned as a pension consultant. Reported firm activities include acting as an investment adviser and sponsor, serving as general partner and managing member of pooled investment vehicles, which implies a focus on fund management and sponsor-led private transactions. The firm appears to be owner-controlled rather than part of a larger institutional network; its owner type is listed as individual. Its classification is unclassified in the public snapshot, and it is not characterized as a capital allocator. Those characteristics, combined with its fund activity, suggest the organization concentrates on managing a concentrated set of private investments rather than running a broad advisory platform.

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

2 of 2
  • WARREN JR SMITH

    Managing PartnerCRD 4448867

  • JEFFREY HURST

    PartnerCRD 6040002

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

AUBURNDALE, MA

MIDDLESEX

Location

AUBURNDALE, MA

Headquartered in AUBURNDALE, 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
275 Grove St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth