R&A Capital Management, LLC is a large advisory firm based in Bedford. It manages $404.47 million of regulatory assets for 264 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Massachusetts, New Hampshire, and Vermont.
R&A Capital Management provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of R&A Capital Management, LLC is $404.47 million. The firm's AUM has gone down by -23% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay R&A Capital Management, LLC for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where R&A Capital Management, LLC performs its advisory services is located at Pine Tree Place, Suite 3 A, Bedford, NH 03110, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 603-471-9909 or by fax 603-471-9996. The normal business hours are 9:00am to 5:00pm on Monday - Friday.