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| McCarter Private Wealth Services LLC
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|---|---|
| CRD # | 108191 |
| SEC # | 801-54171 |
| CIK # | 0002036922 |
| AUM | $427.7 M (2025-12-16) |
| Employees | 6 (17% Investors, 0% Brokers) |
| Phone | 617-449-6500 |
| Address | 265 Franklin Street Boston, MA 02110 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Broadcom Inc | 12.7 | ||
| Microsoft Corp | 8.2 | ||
| TJX Companies Inc /DE/ | 7.1 | ||
| Agnico Eagle Mines Ltd | 6.8 | ||
| Travelers Companies Inc | 5.8 | ||
| Alphabet Inc | 5.7 | ||
| Autozone Inc | 5.6 | ||
| Costco Wholesale Corp /NEW | 5.5 | ||
| Mastercard Inc | 5.4 | ||
| United Technologies Corp /DE/ | 5.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 34 | 20.8 |
| (b) Individuals (high net worth individuals) | 83 | 363.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 8 | 38.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 5.2 |
| (n) Other | 0 | 0.0 |
| Total | 199 | 427.7 |
| By Discretionary | ||
| Discretionary | 155 | 358.5 |
| Non-Discretionary | 44 | 69.2 |
| Total | 199 | 427.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 427.7 | |
| Total | 199 | 427.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002036922] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Symphony Financial Services Inc
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|
OH | 0.4 |
|
Lawson Kroeker Investment Management Inc
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|
NE | 0.4 |
|
SWMG Holdings LLC
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|
GA | 0.4 |
|
Blue Water Asset Management LLC
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MI | 0.4 |
|
Providence Financial Advisors LLC
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KS | 0.4 |
|
Haven Private LLC
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|
FL | 0.4 |
|
Kerux LLC
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|
CA | 0.4 |
|
Coordinated Financial Services Inc
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|
CO | 0.4 |
|
HFG Advisors Inc
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|
OH | 0.4 |
|
Beacon Bridge Wealth Partners LLC
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|
PA | 0.4 |