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.
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 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. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
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.
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.
You can reach the main office by calling the phone number 617-350-8999 or by fax 617-350-8902. The normal business hours are 8:30-5 on Monday - Friday.