A complete list of active advisors currently associated with Commons Capital, LLC
Warmer can help you find a great advisor at Commons Capital, LLC or one who fits your needs even better.
Commons Capital is a team-based, SEC-registered investment adviser that provides wealth management, discretionary and non-discretionary portfolio management, and financial planning to individuals, high‑net‑worth families, trusts, and estates. The firm reports roughly $307 million in assets under management, is staffed by a five‑advisor team, and serves 226 client relationships, including retirement accounts and ongoing planning engagements. The firm’s investment process is long‑term and built on Modern Portfolio Theory combined with quantitative, fundamental, and technical analysis, supported by a seven‑step risk management discipline that includes position‑size limits, daily monitoring, and explicit hedging in significant downturns. Notably, Commons Capital may use derivatives and short‑term borrowing (margin) within separately managed accounts as part of its hedging and implementation toolkit, practices that are uncommon among similar team firms. Commons Capital also sponsors a wrap‑fee program that bundles securities transaction costs into a single asset‑based fee, a structure relatively rare for peers and one that can affect overall client costs depending on trading activity. The firm discloses that some advisory personnel maintain broker‑dealer registrations and insurance licenses, and it combines institutional custody and trade aggregation capabilities with both written and ad‑hoc financial planning services, reflecting a mix of personalized planning and institutional execution features.
To learn more about the advisors currently working at Commons Capital, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse Commons Capital, LLC's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Needham, MA
| 8
| |
New York, NY
| 5
| |
Needham, MA
| 14
| |
Needham, MA
| 27
| |
Needham, MA
| 44
|
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