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Traub Capital Management, LLC

● SEC registered since 2009CRD 136851SEC# 801-70068Needham, MA
Export (members)
Reg. AUM
$168.9M
Employees
4
Accounts
132
Location
Needham, MA

Traub Capital Management, LLC assets under management

Traub Capital Management, LLC is a registered investment adviser overseen by the SEC based in Needham, MA. The firm has been registered since 2009. It reports $168.9 million in regulatory assets under management and employs 4 people.
traubcapital.comView on SEC.gov ↗

Traub Capital Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
Heydon David Traub ControlManaging Member And Chief Compliance OfficerOver 75%2003

Frequently asked questions

How much does Traub Capital Management, LLC manage?

Traub Capital Management, LLC reports $168.9 million in regulatory assets under management on its Form ADV.

How many employees does Traub Capital Management, LLC have?

Traub Capital Management, LLC reports 4 employees.

Where is Traub Capital Management, LLC located?

Traub Capital Management, LLC is based in Needham, MA and has been SEC-registered since 2009.

Does Traub Capital Management, LLC disclose fund performance?

Traub Capital Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address97 Chapel St, Suite 7, Needham, MA 02492-2680
Phone781-453-3929
Fax781-898-7647
Office hours8:30-5:30
SEC regionBoston Regional Office (BRO)
CIK2079207
Discloses disciplinary historyNo

Assets under management

Discretionary$168.9M
Non-discretionary$0
Total (RAUM)$168.9M