$182.3M Total AUM
$182.3M Disc. AUM
-- 3Y CAGR
3 Employees
118 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Lincoln Financial
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-02-2020
- Office Locations
- 4
Office Locations
19 Randlett Park West Newton MA
-- -- --
-- Boston MA
About Righthand Capital, LLC
Righthand Capital is a multi-family office providing concierge wealth governance, portfolio management, advanced planning, and entrepreneur coaching for families and business owners. Investment management blends asset/liability-aware portfolio construction with a CIO-led, behavioral-economics-informed approach to planning and markets. Reported primary custodian includes Charles Schwab & Co.
Team overview
-- AVG AGE
$91.2M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
6.1 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
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Investment Themes
Available
Investment Vehicles
Available
Platform
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Services
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Technology
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Owner & Executives
THOMAS GERARD SNOW
President
- CRD
- #4719360
- Ownership
- 75% or more
Available
Available
Available
M
Michael Kautz
Chief Compliance Officer
- CRD
- #6083380
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 2 owners & executives
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J
Jordan Amor
Operations Manager
- CRD
- --
Available
Available
Available
M
Michael Kautz
Chief Investment Officer
- CRD
- --
Available
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Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $182,322,481 | $851,974 |
| Non-Discretionary | $0 | -- |
| Total | $182,322,481 | $851,974 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Equity - OTC:
Available Other:
Available Municipal Bonds:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Other | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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