RIGHTHAND CAPITAL, LLC
Adviser information for RIGHTHAND CAPITAL, LLC last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Massachusetts, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 1 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 1 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 175 | $120.9M |
| Non-Discretionary | 0 | $0 |
| Total | 175 | $120.9M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 36 | $7.3M |
| HNW Individuals | 66 | $113.6M |
| 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 | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesEducational seminars/workshops |
|---|---|
| Compensation | % of AUMFixed fees |
| Other Business Activities | Registered representative of a broker-dealerInsurance broker or agent |
Identifiers
| SEC RIA File Number | 801-127744 |
|---|---|
| SEC ERA File Number | 801-127744 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 307517 |
| Legal Entity Identifier | None |
Principal Office
19 RANDLETT PARKWEST NEWTON
MA
United States
Monday - Friday, 9AM-5PM
Tel: (617) 430-7770, Fax: None
Chief Compliance Officer
MICHAEL FRANCIS KAUTZ
CIO
66 MYRTLE ST, UNIT 7
BOSTON
MA
United States
Tel:
(336) 782-6129
M*****@*******************M
(Full email address available in API data)
Regulatory Contact
THOMAS GERARD SNOW
PRESIDENT
19 RANDLETT PARK
WEST NEWTON
MA
United States
Tel:
(781) 858-7835
T****@*******************M
(Full email address available in API data)
Industry Affiliates
| PURSHE KAPLAN STERLING INVESTMENTS | Broker-dealer, municipal securities dealer, or gov securities broker or dealerInsurance company or agency |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| SNOW, THOMAS, GERARD | Individual | – | PRESIDENT | 01/2020 | > 75% |
| KAUTZ, MICHAEL, FRANCIS | Individual | – | CHIEF COMPLIANCE OFFICER | 06/2020 | < 5% |