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TRAUB CAPITAL MANAGEMENT
TRAUB CAPITAL MANAGEMENT, LLC
CRD 136851 · SEC 801-70068
97 CHAPEL ST, SUITE 7, NEEDHAM, MA, 02492-2680, United States
Phone
781-453-3929
Fax
781-898-7647
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$210.8M
Discretionary AUM
$207.4M
Team
4 total employees; 4 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 59 | $14.0M |
| High net worth individuals | 70 | $192.4M |
| Pension/profit sharing plans | 1 | $2.7M |
| Corporations/business entities | 1 | $1.6M |
States served
MA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD