COMMONS CAPITAL, LLC
Latest filing: Mar 18, 2025 (126 days ago)
AUM
$246,061,209
42% change vs. 1 year ago
33% change vs. 3 years ago
92% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
6
50% change vs. 1 year ago
50% change vs. 3 years ago
50% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
NEEDHAM, MA
254 SECOND AVENUE, NEEDHAM, MA, UNITED STATES, 2494
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.2 |
| Non-Discretionary | $0.0 |
| Total | $0.2 |
| Client | AUM |
|---|---|
| Retail | $0.2 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $0.2 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 91 | $0.0 |
| Average Individual AUM | $114,122 | |
| HNW | 140 | $0.2 |
| Average HNW AUM | $1,683,401 | |
| Retail Total | 231 | $0.2 |
| Average Retail AUM | $1,065,200 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| FIDELITY BROKERAGE SERVICES LLC | SMITHFIELD-RI-USA | $0.2 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.2 |
| Retail SMA AUM | $0.2 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 59% | $0.1 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 20% | $0.0 |
| Municipal | 1% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 3% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 5% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 12% | $0.0 |
| Other | 0% | $0.0 |
| Total | 100% | $0.2 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Control Persons
Representatives
4 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| JONATHAN STRAUS | NEEDHAM | MA | S63|2000-05-01|S65|2001-09-26|S66|2007-02-09 | ||||||
| MALIK SMITH | NEEDHAM | MA | S66|2016-04-21 | ||||||
| ROBERT MANSCHOT | NEEDHAM | MA | S63|1997-09-16|S65|2017-01-10 | ||||||
| ROSE THOMPSON | NEEDHAM | MA | S63|2001-12-07|S66|2006-09-12 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $0.2 | $0.0 | 0% | 6 | 0 | 0% |
| 2025-04-21 | $0.2 | $0.0 | 0% | 6 | 0 | 0% |
| 2024-04-02 | $0.2 | $0.1 | 42% | 4 | 2 | 50% |
| 2023-04-04 | $0.2 | $0.1 | 59% | 4 | 2 | 50% |
| 2022-04-01 | $0.2 | $0.1 | 33% | 4 | 2 | 50% |
| 2021-04-05 | $0.1 | $0.1 | 68% | 4 | 2 | 50% |
| 2020-04-01 | $0.1 | $0.1 | 92% | 4 | 2 | 50% |
| 2019-04-01 | $0.1 | $0.2 | 158% | 3 | 3 | 100% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| MA, FL-09/30/2020, MA-05/07/2018, NH-03/11/2019, NY-05/07/2018, TX-12/10/2021 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV