Northern Pines Henderson Capital, LLC (Boston)
Northern Pines Henderson Capital, LLC is a large advisory firm based in Boston. It manages $134.3 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdiction of Massachusetts.
Northern Pines Henderson 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.
Northern Pines Henderson Capital: assets under management
The assets under management (AUM) of Northern Pines Henderson Capital, LLC is $134.3 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -12% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Northern Pines Henderson Capital, LLC for their services and products based on a percentage of assets under management and performance-based 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.
Indirect Owners
The SEC currently registers 12 indirect owners.Based in Boston
The principal office where Northern Pines Henderson Capital, LLC performs its advisory services is located at 470 Atlantic Ave, 12 Th Floor, Boston, MA 02210, 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 617-936-2725 or by fax 617-936-2726. The normal business hours are 8:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at northernpinescapital.com.
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