CAPSHIFT ADVISORS
West Newton, MA
AUM
$628.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
617-865-5096
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Filter by name, location, or specialty. All data from public SEC filings.
5 advisers found
BARCA CAPITAL, LLC
West Newton, MA
AUM
$439.0M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-992-6334
RIGHTHAND CAPITAL, LLC
West Newton, MA
AUM
$182.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(617) 430-7770
EASTWARD CAPITAL PARTNERS, LLC
West Newton, MA
AUM
$96.0M
Team
7 advisors
Clients
0
Fees
Performance-based fees; PERCENTAGE OF RETURNED CAPITAL
617-969-6700
PERPETUAL FINANCIAL
West Newton, MA
AUM
—
Team
1 advisors
Clients
—
Fees
Commissions; FEES FOR MONITORING 3RD PARTY MANAGER
617-243-0400
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