Weber Capital Management LLC
Firm details
- Headquarters
- Newton, Massachusetts
- CRD number
- 109624
- Registered since
- April 13, 2026
- Website
- www.webercapital.com
- Custodians
- PERSHING LLC, BANK OF NEW BNY MELLON, NATIONAL ASSOCIATION
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles72.73%
- Pension & Profit Sharing Plans27.27%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Weber Capital Management LLC is a limited liability company that operates as a hedge-fund style adviser focused on institutional clients. The firm is SEC registered (registration year 2026) and is owned by an individual. Its advisory work centers on managing pooled investment vehicles and providing portfolio management for businesses or institutional entities. Compensation comes from a combination of a percentage-of-assets fee and performance-based fees. The firm does not identify as an active ESG investor and does not present itself as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities94%
- Cash & Cash Equivalents6%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1Active vs passive
$5.2M in ETFs
100%
$5.2M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES MICRO-CAP ETF (IWC) | BlackRock | Passive | Small Blend | $5.2M | 28,078 | 100.00% |
Location
Newton, MA
Middlesex
Location
Newton, MA
Headquartered in Newton, 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
- 153 Needham St
- Time zone
- ET (UTC-5)
- Office locations
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