Commenda Capital Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides investment advisory services to individuals, trusts, estates and charitable organizations primarily by selecting and referring clients to unaffiliated money managers (sub‑advisors) for portfolio management. It works with clients to establish investment objectives, tailors recommendations to individual needs, and maintains ongoing oversight of the selected sub‑advisors, including the ability to hire and fire them.
Rather than directly managing client portfolios, the firm relies on sub‑advisors to implement strategies that are informed by fundamental analysis and may include longer‑term purchases, and it conducts periodic reviews of accounts and sub‑advisor performance. The firm does not participate in wrap fee programs and does not hold custody of client assets other than facilitating authorized fee deductions by third‑party managers.
The firm’s representatives are also licensed insurance agents and may effect life, accident and other insurance transactions for separate commission compensation, a relationship the brochure discloses as a potential conflict of interest. In addition, the firm’s principal acts as the firm’s Chief Compliance Officer and maintains a notable outside role as a college assistant varsity football coach during the season, operational details that distinguish its staffing and time commitments from many peers.
Client services
Expertise
Fee options
Up to 1.0% per annum payable quarterly in advance, based on the portfolio assets managed by the third-party manager; fees may be negotiated.
Separate commissions are charged on insurance products sold by investment advisor representatives acting as insurance agents.
Main office
599 Cambridge St., Suite C 2
Cambridge MA 02141
Advisors at this office
1
Most active in
Massachusetts
Also doing business as
Commenda Capital Advisors · Commenda Capital Advisors LLC · Richard J. Fucillo
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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