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Davinci Capital Management, Inc.

Davinci Capital Management, Inc.. CRD 46897

Davinci Capital Management, Inc. logo

CRD: 46897

Davinci Capital Management, Inc.

Cambridge, MA, 02141
6173543222
www.davincicapitalmanagement.com
$40.2M Total AUM
$0 Disc. AUM
-- 3Y CAGR
4 Employees
85 ADV. Clients
26 yrs Firm Age

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Firm Details

Custodian
--
Clients
Retail
Platforms
Optima signalRidge +more
Established Date
09-24-1999
Office Locations
2

Office Locations

801 Cambridge St. Cambridge MA
-- Tewksbury MA

About Davinci Capital Management, Inc.

DaVinci Capital Management is an independent Cambridge, MA investment management firm (founded 1998) providing wealth management and retirement planning for clients’ personal and business needs. The team emphasizes a nimble, creative approach and strong local ties, often serving multiple generations of families. Portfolios are primarily ETF-based with tailored asset allocation, and the firm operates on an NFS fully disclosed platform.

Team overview

59 AVG AGE
$10.1M AVG AUM / ADVISOR
$473.1K AVG AUM / CLIENT
11.4 yrs AVG TENURE
4 Employees
4 Advisory Reps
4 RIA Reps
26yrs Firm Age

Insights

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Asset Classes

Pathway prime Vital

Client Personas

North

Custodian

Summit Value Element Unison Capital Optima crest Fusion Insight oak

Fund Managers

Vertex meridian Radial

Investment Themes

Fusion momentum North Focus radial

Investment Vehicles

Beacon

Platform

Horizon

Services

Meridian Bridge Bridge element Alpha north Ridge summit Matrix crest Foundation Ember

Technology

Optima Alpha Alpha Momentum prime

Owner & Executives

ROBERT FRANCIS MCGOWAN

ROBERT FRANCIS MCGOWAN

Vice President

CRD
#1733686
Ownership
Less than 5%
(673) 863-3529
signal.pioneer@harborcapital.com
in linkedin.com/in/radial-bridge
JAMES JOSEPH MCSWEENEY

JAMES JOSEPH MCSWEENEY

President

CRD
#1620191
Ownership
Less than 5%
(227) 846-6929
alpha.pathway@ridgecapital.com
in linkedin.com/in/legacy-vertex
R

Radial value

Capital peak

CRD
#69016
Ownership
46.5%
(417) 344-9831
peak.foundation@pathwaycapital.com
in linkedin.com/in/crest-element

Showing 2 of 4 owners & executives

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Contacts

M

MICHAEL JOHN AIENA

--

CRD
#2680666
(805) 631-3342
pioneer.vertex@momentumcapital.com
in linkedin.com/in/eagle-vital
THOMAS FRANCIS BOYLE

THOMAS FRANCIS BOYLE

Principal

CRD
#4967876
(425) 890-5917
focus.ember@signalcapital.com
in linkedin.com/in/vector-optima
R

Radial catalyst

Legacy vital

CRD
#42641
(292) 891-7532
timber.harbor@pathwaycapital.com
in linkedin.com/in/glacier-element

Showing 2 of 15 contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $0 --
Non-Discretionary $40,216,551 --
Total $40,216,551 --

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Separately Managed Accounts

Total SMA Asset: $40,216,551

$40.2M Total SMA
Equity - Exchange:
53.6%
Cash:
46.4%
Asset class Assets Assets %
Equity - Exchange $2,824,393,450 53.6%
Cash $2,444,997,314 46.4%
Total $5,269,390,764 100.0%

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