P
CRD: 129239
Pashadre Capital Management, INC
S. Weymouth, MA, 02190
7813377766
$83.7M Total AUM
$80.3M Disc. AUM
-- 3Y CAGR
1 Employees
114 ADV. Clients
28 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-01-1998
- Office Locations
- 1
Office Locations
33 Union St., STE 212 So. Weymouth MA
About Pashadre Capital Management, INC
Pashadre Capital Management, INC is a S. Weymouth-based RIA. The firm has been operating for 28 years. Managing $83.7M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Insurance.
Team overview
-- AVG AGE
$83.7M AVG AUM / ADVISOR
$734.4K AVG AUM / CLIENT
28.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
28yrs Firm Age
Insights
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Asset Classes
Glacier Radial ember Signal
Investment Themes
Focus matrix
Investment Vehicles
Peak
Services
Element pathway
Owner & Executives
RICHARD WILLIAM SMITH JR
Chief Compliance Officer, President
- CRD
- #712023
- Ownership
- 75% or more
(465) 553-9906
horizon.glacier@pioneercapital.com
in linkedin.com/in/ridge-signal
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $80,329,084 | -- |
| Non-Discretionary | $3,386,909 | -- |
| Total | $83,715,993 | -- |
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Separately Managed Accounts
Total SMA Asset: $83,715,993
Equity - Exchange:
29.3% U.S. Government/Agency:
21.9% Cash:
15.5% Public Funds:
33.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $247,691,381 | 29.3% |
| U.S. Government/Agency | $185,134,513 | 21.9% |
| Cash | $131,031,277 | 15.5% |
| Public Funds | $281,505,904 | 33.3% |
| Total | $845,363,075 | 100.0% |