CRD: 137342
Reynders, Mcveigh Capital Management, LLC
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS ยท Fifth Third Bank
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 11-21-2005
- Office Locations
- 1
Office Locations
About Reynders, Mcveigh Capital Management, LLC
Reynders, McVeigh Capital Management is a Boston-based investment manager focused on sustainable investing, pairing fundamental research with a long-term, away-from-the-herd approach. Serving both retail and institutional clients, the firm implements portfolios using liquid building blocks such as ETFs and fixed income. Publishes The Future in Focus newsletter for ongoing insights.
Reported data analysis
What the numbers show
Between June 9, 2025 and March 31, 2026, reported AUM increased 7.9%, from $3.9B to $4.2B.
Across 5 reported observations, AUM increased 8.3% between November 4, 2022 and March 31, 2026, from $3.9B to $4.2B.
Of the latest reported AUM, 96.7% is discretionary and 3.3% is non-discretionary.
The firm reports 17 advisory representatives and 757 clients, or 44.5 clients per representative. That equates to $5.6M in reported AUM per client.
The profile lists 1 reported office location and 20 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
PATRICK JOHNSON MCVEIGH
Managing Member, President
- CRD
- #2709338
- Ownership
- 50% but less than 75%
CHARLTON NMN REYNDERS III
Chief Executive Officer, Founder, Managing Member
- CRD
- #2614296
- Ownership
- 50% but less than 75%
Showing 2 of 4 owners & executives
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ALEXANDRIA LEIGH BIELA
Director
- CRD
- #5987932
Ryan Charles Boudreau
Client Service Associate
- CRD
- #7638823
Showing 2 of 23 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,087,889,125 | $5,592,188 |
| Non-Discretionary | $139,952,036 | $7,775,113 |
| Total | $4,227,841,161 | $5,644,648 |
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Separately Managed Accounts
SMA allocation detail is available
Reynders, Mcveigh Capital Management, LLC has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q1 2026
Review the latest reported holdings
Reynders, Mcveigh Capital Management, LLC's 13F holdings detail is available for Q1 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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