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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-31-2005
- Office Locations
- 1
Office Locations
About Traub Capital Management
Traub Capital Management is a Boston-area RIA providing discretionary investment management and financial planning for individuals and small to mid-size businesses and institutions. The firm uses a value-oriented, risk-aware approach focused on maximizing return per unit of risk, often implemented with ETFs and mutual funds. Founded in 2003 by Heydon Traub, CFA, CFP, a former State Street Global Advisors SVP who led global equities and asset allocation teams.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Services
Owner & Executives
HEYDON DAVID TRAUB
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #3051205
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Jake Ethan Bulian
--
- CRD
- #8130614
Agnes Olshansky
Advisor
- CRD
- #7070000
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $207,417,622 | $1,595,520 |
| Non-Discretionary | $3,373,039 | $3,373,039 |
| Total | $210,790,661 | $1,609,089 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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