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LITTLE HOUSE CAPITAL, LLC
CRD 290070 · SEC 801-111981
35 BRAINTREE HILL PARK, #100, BRAINTREE, MA, 02184, United States
Phone
617-545-5600
Fax
617-294-5396
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$675.2M
Discretionary AUM
$589.9M
Team
7 total employees; 7 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 56 | $8.3M |
| High net worth individuals | 144 | $518.0M |
| Pension/profit sharing plans | 5 | $31.9M |
| Charitable organizations | 5 | $35.8M |
| Other investment advisers | 37 | $47.5M |
| Corporations/business entities | 6 | $33.8M |
States served
CA, DE, ME, MA, NJ, OH, PA, RI, VA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD