AdvizorPro

Macneil Capital Management

Macneil Capital Management. CRD 130246

Macneil Capital Management logo

CRD: 130246

Macneil Capital Management

Littleton, MA
9787429198
$48.4M Total AUM
$48.4M Disc. AUM
-- 3Y CAGR
1 Employees
66 ADV. Clients
22 yrs Firm Age

This is a profile preview from the AdvizorPro Platform.

Request a Free Trial

Firm Details

Custodian
Fidelity/NFS
Clients
Retail
Platforms
--
Established Date
04-07-2004
Office Locations
1

Office Locations

-- Littleton MA

About Macneil Capital Management

Macneil Capital Management is a Littleton-based RIA. The firm has been operating for 22 years. Managing $48.4M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS. Services offered include Asset Management, Estate Planning, Insurance.

Team overview

54 AVG AGE
$48.4M AVG AUM / ADVISOR
$732.7K AVG AUM / CLIENT
22.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
22yrs Firm Age

Insights

Full visibility includes strategy notes for alpha horizon glacier.
Premium access reveals conviction themes in ridge vital.
Upgrade to reveal position-level detail across ember alpha.
Unlock to compare peer behavior around foundation catalyst.
Full visibility includes strategy notes for ember vital.
Premium access reveals conviction themes in legacy fusion pioneer.
Open the full profile to inspect shifts in foundation legacy.
See the complete signal summary connected to signal.

Asset Classes

Insight delta Summit

Custodian

Eagle

Investment Themes

Capital

Investment Vehicles

Prime

Services

Bridge Vital Focus Timber Peak

Owner & Executives

GLEN RICHARD MACNEIL

GLEN RICHARD MACNEIL

Analyst, President

CRD
#2733388
Ownership
75% or more
(304) 573-1838
catalyst.wave@catalystcapital.com
in linkedin.com/in/matrix-value

Showing 1 of 1 owners & executives

Unlock all

Contacts

No contact records available.

Showing 0 of 1 contacts

Unlock all

Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $48,359,689 --
Non-Discretionary $0 --
Total $48,359,689 --

Want deeper insight
into 45,000+ RIAs?

What you're seeing here is just the starting point.

Separately Managed Accounts

Total SMA Asset: $48,359,689

$48.4M Total SMA
Equity - Exchange:
19.2%
Public Funds:
26.2%
Cash:
54.6%
Asset class Assets Assets %
Equity - Exchange $151,329,326 19.2%
Public Funds $206,501,476 26.2%
Cash $430,342,771 54.6%
Total $788,173,573 100.0%

Start a free trial and
prospect smarter