Saltbox Capital, LLC (Boston)

Saltbox Capital, LLC is a related adviser based in Boston. It manages $35.89 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2007.

Saltbox Capital provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Saltbox Capital: assets under management

The assets under management (AUM) of Saltbox Capital, LLC is $35.89 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 403% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $35.89 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $35.89 million each.

Saltbox Capital has custody of $35.89 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Saltbox Capital, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Saltbox Capital, LLC

Benjamin Robert Deschaine has been acting as President since 1 Nov 2006. John Robert Lapann joined the executive team most recently as the Chief Executive Officer, Member.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
John Robert Lapann	Chief executive officer, member	1 Nov 2005	75% - 100%	1034888
Richard Miles Tardiff	Chief compliance officer	1 Nov 2005	Other	4629253
Benjamin Robert Deschaine	Director	1 Nov 2006	Other	5249904

Based in Boston

The principal office where Saltbox Capital, LLC performs its advisory services is located at 24 Federal Street, Boston, MA 02110, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.