REYNDERS, MCVEIGH CAPITAL MANAGEMENT, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $4.23B |
| Discretionary | $4.09B97% of AUM |
| Non-Discretionary | $140.0M |
| Client Accounts | 749 |
| Avg Account Size | $5.6M |
| Employees | 35 |
| Peak AUM | $5.85BMar 2015 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $4.2B | +7.9% | +9.3% | +5.2% | |
| Discretionary AUM | $4.1B | ||||
Key Metrics
| Total AUM | $4.23B |
| Discretionary | $4.09B |
| Employees | 35 |
| Client Accounts | 749 |
| Client Range | 26-50 |
Contact & Location
Address
10 POST OFFICE SQUARE
BOSTON MA 02109
Phone
617-226-9999
Filing History
64 ADV Part 1 submissions
Fee Structure
% of AUMFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Portfolio Mgmt (Pooled)Pension Consulting
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$4.1B
96.7% of AUM
Non-Discretionary
$140M
3.3% of AUM
Disc. mix ▲ 2.2pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Corporations
Government
Other
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Related Entities (Item 7)
Accounting Firm