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Tercet Capital, LLC (Smithfield)


Tercet Capital, LLC is a large advisory firm based in Smithfield. It manages $74.89 million of regulatory assets for 124 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Rhode Island.

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Tercet Capital provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Tercet Capital: assets under management

The assets under management (AUM) of Tercet Capital, LLC is $74.89 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 21% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $74.89 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $603.98 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Tercet 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.

Based in Smithfield

The principal office where Tercet Capital, LLC performs its advisory services is located at 37 Thurber Boulevard, Smithfield, RI 02917, 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 401-349-2645 or by fax 401-349-2644. The normal business hours are 9 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.tercetcapital.com.


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