LITTLE HOUSE CAPITAL, LLC

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	Massachusetts, United States

Employees

Total Number of Employees	8
Investment Advisory/Research	7
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	7
Licensed Agents of an Insurance Company	0
No. of Firms/People that Solicit Clients	1

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	603	$517.3M
Non-Discretionary	7	$14.8M
Total	610	$532.1M

Clients

Type	Number	RAUM
Individuals	87	$23.2M
HNW Individuals	117	$410.0M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	6	$30.9M
Charitable organizations	<5	$6.1M
State or municipal gov entities	0	$0
Other investment advisers	23	$20.4M
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	8	$41.4M
Other	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	1
No. of Financial Planning Clients	11-25

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting services
Compensation	% of AUMHourly chargesFixed fees

Identifiers

SEC RIA File Number	801-111981
SEC ERA File Number	801-111981
SEC CIK Numbers	1748814
SEC CRD Numbers	290070
Legal Entity Identifier	None

Principal Office

35 BRAINTREE HILL PARK
#100
BRAINTREE
MA
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic