REYNDERS, MCVEIGH CAPITAL MANAGEMENT, LLC
Adviser information for REYNDERS, MCVEIGH CAPITAL MANAGEMENT, LLC last updated from Form ADV on March 27th, 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 | 36 |
|---|---|
| Investment Advisory/Research | 17 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 22 |
| 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 | 736 | $3.4B |
| Non-Discretionary | 21 | $227.6M |
| Total | 757 | $3.7B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 177 | $76.2M |
| HNW Individuals | 541 | $2.5B |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 1 | $71.9M |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 4 | $21.3M |
| Charitable organizations | 12 | $64.7M |
| State or municipal gov entities | 1 | $8.6M |
| Other investment advisers | 4 | $65.8M |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 12 | $98.4M |
| Other | 5 | $778.6M |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 10 |
| No. of Non-U.S. Clients | 1 |
| No. of Financial Planning Clients | 26-50 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for investment companiesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUMFixed fees |
Identifiers
| SEC RIA File Number | 801-64812 |
|---|---|
| SEC ERA File Number | 801-64812 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 137342 |
| Legal Entity Identifier | None |
Principal Office
121 HIGH STREET4TH FLOOR
BOSTON
MA
United States
Monday - Friday, 9AM TO 5PM
Tel: 617-226-9999, Fax: 617-226-9998
Chief Compliance Officer
RYAN O MOONEY
121 HIGH STREET
4TH FLOOR
BOSTON
MA
United States
Tel:
617-226-9999
Fax:
617-226-9998
R******@******************M
(Full email address available in API data)
Industry Affiliates
| HIGHWOOD PRODUCTIONS | Sponsor or syndicator of limited partnerships |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| REYNDERS, CHARLTON, NMN | Individual | – | MANAGING MEMBER | 09/2005 | 50-75% |
| MCVEIGH, PATRICK, JOHNSON | Individual | – | MANAGING MEMBER | 10/2005 | 50-75% |
| BREMER, SUSAN, MULLEN | Individual | – | CHIEF FINANCIAL OFFICER | 10/2009 | < 5% |
| MOONEY, RYAN, OLIVIA | Individual | – | CHIEF COMPLIANCE OFFICER | 03/2023 | < 5% |