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Reynders, Mcveigh Capital Management, LLC

Reynders, Mcveigh Capital Management, LLC. CRD 137342

Reynders, Mcveigh Capital Management, LLC logo

CRD: 137342

Reynders, Mcveigh Capital Management, LLC

Boston, MA, 02109
6172269999
$4.2B Total AUM
$4.1B Disc. AUM
9.8% 3Y CAGR
35 Employees
757 ADV. Clients
20 yrs Firm Age

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Firm Details

Custodian
Fidelity/NFS ยท Fifth Third Bank
Clients
Retail and Institutional
Platforms
NorthMomentum radial
Established Date
11-21-2005
Office Locations
1

Office Locations

10 Post Office Square Suite N1010 Boston MA

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.

Team overview

45 AVG AGE
$248.7M AVG AUM / ADVISOR
$5.6M AVG AUM / CLIENT
8.5 yrs AVG TENURE
35 Employees
17 Advisory Reps
22 RIA Reps
20yrs Firm Age

Insights

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Accredited Investors

Legacy

Asset Classes

Vertex Meridian catalyst Matrix Oak Legacy north Ember

CRM

Wave pioneer Frontier

Custodian

Delta pioneer

Investment Themes

Alpha Optima Radial Insight Summit prime Oak Frontier quantum

Investment Vehicles

Insight Pathway

Services

Timber Summit Beacon Timber Capital ridge Wave insight Eagle

Technology

Vertex Value pioneer

Owner & Executives

P

PATRICK JOHNSON MCVEIGH

Managing Member, President

CRD
#2709338
Ownership
50% but less than 75%
(612) 399-6531
crest.zenith@insightcapital.com
in linkedin.com/in/radial-optima
C

CHARLTON NMN REYNDERS III

Chief Executive Officer, Founder, Managing Member

CRD
#2614296
Ownership
50% but less than 75%
(294) 593-6390
oak.crest@momentumcapital.com
in linkedin.com/in/unison-eagle
C

Catalyst peak

Eagle glacier momentum

CRD
#89554
Ownership
29.0%
(843) 823-8927
north.prime@capitalcapital.com
in linkedin.com/in/peak-insight

Showing 2 of 4 owners & executives

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Contacts

A

ALEXANDRIA LEIGH BIELA

Director

CRD
#5987932
(704) 961-4438
timber.summit@vitalcapital.com
in linkedin.com/in/frontier-element
Ryan Charles Boudreau

Ryan Charles Boudreau

Client Service Associate

CRD
#7638823
(706) 725-4264
harbor.eagle@vertexcapital.com
in linkedin.com/in/value-harbor
Z

Zenith radial

Vital zenith prime

CRD
#22998
(647) 346-7478
capital.pioneer@peakcapital.com
in linkedin.com/in/signal-vector

Showing 2 of 24 contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
11-04-2022
05-04-2023
06-18-2024
06-09-2025
03-31-2026
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

Total SMA Asset: $4,128,836,242

$4.1B Total SMA
Equity - Exchange:
14.0%
Corporate - Investment Grade:
7.6%
U.S. Government/Agency:
23.5%
Cash:
5.1%
Municipal Bonds:
20.1%
Other:
7.9%
Public Funds:
21.8%
Asset class Assets Assets %
Equity - Exchange $1,214,779,221 14.0%
Corporate - Investment Grade $659,451,577 7.6%
U.S. Government/Agency $2,039,093,692 23.5%
Cash $442,526,716 5.1%
Municipal Bonds $1,744,075,882 20.1%
Other $685,482,560 7.9%
Public Funds $1,891,584,788 21.8%
Total $8,676,994,436 100.0%

13F Holdings | Q4 2025

Issuer Class Cusip Ticker % Value
OAK BRIDGE PIONEER LEGACY C5N44JG5Z PWX 10.54% $7,473,259
VERTEX SIGNAL VECTOR SUMMIT OAIQD98XF PPG 5.57% $36,361,345
VITAL TIMBER BRIDGE FRONTIER INSIGHT J5OX576DB AOGD 5.70% $33,868,089
DELTA ZENITH PATHWAY RADIAL IRU8VEDYM XXUXN 7.64% $90,232,926
VITAL PRIME LEGACY VERTEX PRIME WNXDZBYDD HAHB 7.05% $68,764,661
OAK PEAK HORIZON PIONEER OAK S6KZK886N YXMMC 9.13% $75,638,108
QUANTUM GLACIER FRONTIER VITAL 248VEXC5I PIWJ 5.22% $30,090,192
GLACIER BRIDGE CREST TIMBER J0JNAGQ1K MMEQ 3.61% $22,387,052

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