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Building 2LITTLE HOUSE CAPITAL, LLC

Map pinBRAINTREE, MA
Phone617-545-5600
NotebookSEC #801-111981
Total AUM
$675.2M
Employees
7
Clients
253

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
35 BRAINTREE HILL PARK
#100
BRAINTREE
MA 02184
United States
Operating Hours
8:30 AM TO 5:00 PM
Monday - Friday
Phone
617-545-5600
Other Offices
3

ReceiptFinancials

Total AUM
$675.2M
Accounts
722
Discretionary
$589.9M
Accounts
666
Non-Discretionary
$85.3M
Accounts
56

ContactClients

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Individual Clients
56
AUM
$8.3M
HNW Individual Clients
144
AUM
$518M
Pension/Profit Sharing Plan Clients
5
AUM
$31.9M
Charitable Organization Clients
5
AUM
$35.8M
Investment Advisor Clients
37
AUM
$47.5M
Corporation or Business Clients
6
AUM
$33.8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTDEFLMAMENHNJOHPARITXVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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