Midwood Capital Management LLC

Midwood Capital Management LLC (CRD# 164302) is a financial advisory firm headquartered in Boston, MA. They manage $132,796,000 in 6 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    133
    MILLION
  • Total Number of Accounts
    6
    ACCOUNTS
  • Average Account Value
    $22,132,667
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MA

Financial Advisors at Midwood Capital Management LLC
No Advisor Found.
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.