Weatherhelm Capital Management LLC is a mid-sized advisory firm based in Cambridge. It manages $30.33 million of regulatory assets for 138 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdictions of New Hampshire, New York, Rhode Island, Vermont, and Washington.
Weatherhelm Capital Management provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Weatherhelm Capital Management LLC is $30.33 million. The firm's AUM has grown by 164% 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 Weatherhelm Capital Management LLC for their services and products based on a percentage of assets under management and hourly charges. 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 firm provides services to individuals, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Weatherhelm Capital Management is high net worth individuals with 6 clients and $18.7 million of assets under management. Among the 2 most similar advisory firms, Weatherhelm Capital Management has the lowest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $30.33 million for 65 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Weatherhelm Capital Management doesn't advise any private funds.
The company employs 2 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Weatherhelm Capital Management LLC performs its advisory services is located at 5 Washington Street, Cambridge, NY 12816, which is also the mailing address of the firm. An additional office of the firm is in Candia, NH. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number (518)-407-3886 or by fax (518)-407-3886. The normal business hours are office visits by appointment only on Other. You can find more information about the New York firm at weatherhelm.net.