Investment adviser · CRD 137342
REYNDERS, MCVEIGH CAPITAL MANAGEMENT, LLC
Investment adviser filing (IA)
BOSTON, MA, United States · Form ADV filed Mar 31, 2026
- Regulatory AUM
- $4.23B Form ADV · Item 5.F
- Client accounts
- 749 Accounts, not individual clients
- Employees
- 35 Reported in this filing
- Advisory professionals
- 17 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 545 | $2,884,748,368 | 68.2% |
| Other clients | 4 | $832,485,706 | 19.7% |
| Corporations & businesses | 20 | $160,342,937 | 3.8% |
| Investment companies | 1 | $99,004,919 | 2.3% |
| Charities | 10 | $75,658,573 | 1.8% |
| Individuals | 159 | $72,528,911 | 1.7% |
| Other investment advisers | 5 | $70,659,382 | 1.7% |
| Retirement plans | 4 | $23,764,320 | 0.6% |
| Government entities | 1 | $8,648,045 | 0.2% |
Filing source
Form ADV 2089585 · Mar 31, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
1 Private fundThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
SOCIAL CORE EQUITY INVESTMENT LPHedge Fund · Last reported Jun 5, 2017$0Gross asset value
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
NATIONAL FINANCIAL SERVICES LLC
SEC 8-26740
Fund details & source
- Fund ID
- 805-3325121183
- Reported beneficial owners
- 0
- Minimum commitment
- $1M
Form ADV 1120175 · Jun 5, 2017 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Mar 31, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Investment company portfolio management · Business portfolio management
Compensation
Percentage of assets · Fixed
Principal office
10 POST OFFICE SQUARE, SUITE N1010BOSTON, MA, 02109, United States
CRD 137342
Filing source
Form ADV 2089585 · Mar 31, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.