Standish Capital Management, LLC
RIAState Registered
Total AUM
$5
Discretionary
$5
100% of AUM
Avg account
$5
Accounts
1
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 334325
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Standish Capital Management, LLC is an independent, Massachusetts-registered investment adviser organized as an LLC and owned by an individual. The firm’s stated advisory focus is portfolio management for individuals and small businesses, and it charges fees as a percentage of assets under management. The firm does not identify as an ESG investor, does not act as a capital allocator, and is not positioned as a pension consultant or multi-state adviser.
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
Asset composition
- Cash & Cash Equivalents100%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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