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COMMONS CAPITAL, LLC

CRD 165738 · SEC 801-113208

Visit website

254 SECOND AVENUE, SUITE 130, NEEDHAM, MA, 02494, United States

Phone

(617) 431-7200

Fax

(857) 401-9207

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$307.4M

Discretionary AUM

$282.0M

Team

6 total employees; 6 advisory reps

Clients

11-25

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-04-16

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals66$15.3M
High net worth individuals160$292.1M

States served

MA, NY, TX, NH, FL

All web addresses on file

Official SEC filing: View on IAPD