| Name | Title | Ownership | Since |
|---|---|---|---|
| Andre Norman Laplante Control | Founding Partner, Managing Member, And Chief Compliance Officer | 50-75% | 2019 |
| Hilton J Kelly Control | Founding Partner And Managing Member | 50-75% | 2019 |
Capital Design Private Wealth LLC reports $90.6 million in regulatory assets under management on its Form ADV.
Capital Design Private Wealth LLC reports 2 employees.
Capital Design Private Wealth LLC is based in Portsmouth, NH and has been SEC-registered since 2023.
Capital Design Private Wealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 36 Maplewood Avenue, Portsmouth, NH 03801 |
| Phone | 603-610-8290 |
| Office hours | By Appointment |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
| Discretionary | $90.6M |
| Non-discretionary | $0 |
| Total (RAUM) | $90.6M |