Reynders, McVeigh Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$2,957,277,279
Clients
704
Advisors
21
of 35 employees
About
Reynders, McVeigh provides discretionary and non‑discretionary investment management, financial planning, and investment consulting across a mixed client base. Its clients include individual and high‑net‑worth investors, trusts and estates, pension and profit‑sharing plans, family offices and law‑firm trust departments, and the firm serves as investment adviser to a mutual fund.
The firm applies a growth‑at‑a‑reasonable‑price (GARP) philosophy that combines fundamental financial analysis with integrated environmental, social, and governance (ESG) considerations and active shareholder engagement. Investment implementation is driven by in‑house research and an equity investment model (typically 30–50 holdings) complemented by laddered fixed‑income portfolios with relatively short target durations; impact investments are offered on a non‑discretionary basis with client consent.
Reynders, McVeigh is notable among multi‑team advisers for its dual role as adviser to the Reynders, McVeigh Core Equity Fund and for providing model‑portfolio and consulting services to institutional and other investment‑adviser clients. The firm also discloses less common operational practices — such as internal cross‑account transfers for fixed‑income securities, formal conflict‑management measures related to its fund role (including waiving SMA fees on Fund assets), and participation in a referral program — and maintains procedures (including surprise custody examinations where applicable) consistent with its trustee and fund‑management activities.
Client services
Expertise
Occupation focus
Fee options
Certain legacy client relationships are subject to flat-fee arrangements, generally not available to new clients.
$0 - $3,000,000: 1.00% annually $3,000,001+: 0.75% annually
Account minimum: $1,000,000
Main office
10 Post Office Square, Suite N1010
Boston MA 02109
Advisors at this office
21
Most active in
Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Puerto Rico · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virgin Islands · Virginia · Washington · West Virginia · Wisconsin · Wyoming
Also doing business as
Fresh Pond Capital · Fresh Pond Capital, LLC (Relying Adviser) · Reynders Capital Management, LLC · Reynders, Mcveigh Capital Management, LLC
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:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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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.
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