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Centre Street Cambridge Corporation

Centre Street Cambridge Corporation. CRD 128110

C

CRD: 128110

Centre Street Cambridge Corporation

Cambridge, MA
6174419695
$9.1M Total AUM
$9.1M Disc. AUM
-- 3Y CAGR
1 Employees
7 ADV. Clients
30 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
--
Established Date
08-08-1995
Office Locations
1

Office Locations

-- Cambridge MA

About Centre Street Cambridge Corporation

Centre Street Cambridge Corporation is a Cambridge, MA RIA providing discretionary, long-term portfolio management for individuals. Founded and led by Dennis Butler, MBA, CFA (37+ years in investment analysis and security selection), the firm builds allocation-focused portfolios that commonly use ETFs, with custody through Charles Schwab.

Team overview

65 AVG AGE
$9.1M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
30.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
30yrs Firm Age

Insights

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Asset Classes

Timber

Investment Themes

Capital

Investment Vehicles

Focus catalyst

Platform

Radial

Owner & Executives

D

DENNIS CARLIN BUTLER

President

CRD
#1163901
Ownership
75% or more
(778) 641-5479
unison.quantum@pathwaycapital.com
in linkedin.com/in/element-catalyst

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $9,100,000 --
Non-Discretionary $0 --
Total $9,100,000 --

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Separately Managed Accounts

Total SMA Asset: $9,100,000

$9.1M Total SMA
Equity - Exchange:
32.4%
Cash:
36.7%
U.S. Government/Agency:
30.9%
Asset class Assets Assets %
Equity - Exchange $2,149,463,359 32.4%
Cash $2,434,731,644 36.7%
U.S. Government/Agency $2,049,951,166 30.9%
Total $6,634,146,169 100.0%

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